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Fulcrum Equity Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Fulcrum Equity 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
2020
Q3 		– Sell
-54,377
Closed -$2.57M – 147
2020
Q2 		$2.57M Buy
+54,377
New +$2.24M 1.22% 10

Other funds holding ARKQ

MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Fulcrum Equity Management's ARKQ Position: Q3 2020 in Review

Fulcrum Equity Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2020, closing a stake of 54,377 shares — an estimated $2.57M sold.

Fulcrum Equity Management first reported a position in ARKQ in Q2 2020 and held it in 1 quarter. The position peaked at $2.57M in Q2 2020. 92 funds tracked by Wall St. Rank hold ARKQ as of Q3 2020.

  • Fulcrum Equity Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 54,377 ARK Autonomous Technology & Robotics ETF shares in Q3 2020, an estimated $2.57M.
  • Fulcrum Equity Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's ARK Autonomous Technology & Robotics ETF position peaked at $2.57M in Q2 2020.
  • 92 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.