FCMT
ARTY

Founders Capital Management (Texas)’s iShares Future AI & Tech ETF ARTY Stock Holding History

Founders Capital Management (Texas)’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$3.44K – 387
2024
Q1 		$3.44K Sell
100
-278
-74% -$9.35K ﹤0.01% 320
2023
Q4 		$13K Hold
378
– – 0.01% 268
2023
Q3 		$11.5K Sell
378
-3,973
-91% -$128K 0.01% 283
2023
Q2 		$144K Sell
4,351
-1,523
-26% -$46.8K 0.1% 70
2023
Q1 		$184K Sell
5,874
-50
-0.8% -$1.48K 0.14% 59
2022
Q4 		$151K Sell
5,924
-8,911
-60% -$224K 0.11% 69
2022
Q3 		$354K Sell
14,835
-360
-2% -$9.85K 0.29% 42
2022
Q2 		$402K Sell
15,195
-2,369
-13% -$69.1K 0.32% 40
2022
Q1 		$727K Hold
17,564
– – 0.47% 38
2021
Q4 		$727K Sell
17,564
-13,596
-44% -$595K 0.47% 38
2021
Q3 		$1.32M Buy
31,160
+1,195
+4% +$52.3K 0.9% 29
2021
Q2 		$1.34M Buy
29,965
+1,165
+4% +$50.3K 0.88% 31
2021
Q1 		$1.24M Buy
+28,800
New +$1.3M 0.88% 30

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $167M AUM 29.52% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Capital Management (Texas)'s ARTY Position: Q2 2024 in Review

Founders Capital Management (Texas) sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2024, closing a stake of 100 shares — an estimated $3.44K sold.

Founders Capital Management (Texas) first reported a position in ARTY in Q1 2021 and held it in 13 quarters. The position peaked at $1.34M in Q2 2021. 173 funds tracked by Wall St. Rank hold ARTY as of Q2 2024.

  • Founders Capital Management (Texas) reported no remaining iShares Future AI & Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 100 iShares Future AI & Tech ETF shares in Q2 2024, an estimated $3.44K.
  • Founders Capital Management (Texas) first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 13 quarters.
  • Founders Capital Management (Texas)'s iShares Future AI & Tech ETF position peaked at $1.34M in Q2 2021.
  • 173 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2024, filed 10 Jul 2024.