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

Highland Financial 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
2023
Q1 		– Sell
-5,937
Closed -$243K – 46
2022
Q4 		$243K Buy
+5,937
New +$262K 0.14% 43

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
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Highland Financial Advisors's ARKQ Position: Q1 2023 in Review

Highland Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2023, closing a stake of 5,937 shares — an estimated $243K sold.

Highland Financial Advisors first reported a position in ARKQ in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 160 funds tracked by Wall St. Rank hold ARKQ as of Q1 2023.

  • Highland Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2023 after selling out during the quarter.
  • Highland Financial Advisors sold 5,937 ARK Autonomous Technology & Robotics ETF shares in Q1 2023, an estimated $243K.
  • Highland Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2022 and held it in 1 quarter.
  • Highland Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $243K in Q4 2022.
  • 160 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2023.

Based on Highland Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.