FWM
ARTY

FSA Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

FSA Wealth Management’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
2020
Q3 		– Sell
-400
Closed -$12K – 376
2020
Q2 		$12K Hold
400
– – 0.01% 255
2020
Q1 		$9K Buy
+400
New +$10.4K 0.01% 256

Other funds holding ARTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FSA Wealth Management's ARTY Position: Q3 2020 in Review

FSA Wealth Management sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2020, closing a stake of 400 shares — an estimated $12K sold.

FSA Wealth Management first reported a position in ARTY in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 43 funds tracked by Wall St. Rank hold ARTY as of Q3 2020.

  • FSA Wealth Management reported no remaining iShares Future AI & Tech ETF position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 400 iShares Future AI & Tech ETF shares in Q3 2020, an estimated $12K.
  • FSA Wealth Management first reported a position in iShares Future AI & Tech ETF in Q1 2020 and held it in 2 quarters.
  • FSA Wealth Management's iShares Future AI & Tech ETF position peaked at $12K in Q2 2020.
  • 43 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.