Evermay Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Evermay Wealth Management’s Portfolio ARKQ Stock Details ARKQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-219	Closed	-$15K	–	512
2022 Q1	$15K	Hold	219	–	–	﹤0.01%	382
2021 Q4	$17K	Hold	219	–	–	﹤0.01%	364
2021 Q3	$17K	Hold	219	–	–	﹤0.01%	350
2021 Q2	$19K	Buy	+219	New	+$18K	﹤0.01%	358

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evermay Wealth Management's ARKQ Position: Q2 2022 in Review

Evermay Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 219 shares — an estimated $15K sold.

Evermay Wealth Management first reported a position in ARKQ in Q2 2021 and held it in 4 quarters. The position peaked at $19K in Q2 2021. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

Evermay Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
Evermay Wealth Management sold 219 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $15K.
Evermay Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2021 and held it in 4 quarters.
Evermay Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $19K in Q2 2021.
184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.