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Herold Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Herold Advisors’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
-598
Closed -$40.5K – 215
2022
Q1 		$40.5K Buy
+598
New +$39.7K 0.01% 407
2021
Q4 		– Sell
-185
Closed -$14K – 223
2021
Q3 		$14K Buy
+185
New +$15.1K 0.01% 554

Other funds holding ARKQ

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Herold Advisors's ARKQ Position: Q2 2022 in Review

Herold Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 598 shares — an estimated $40.5K sold.

Herold Advisors first reported a position in ARKQ in Q3 2021 and held it in 2 quarters. The position peaked at $40.5K in Q1 2022. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

  • Herold Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 598 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $40.5K.
  • Herold Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $40.5K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.