HPC
ARTY

HM Payson & Co’s iShares Future AI & Tech ETF ARTY Stock Holding History

HM Payson & Co’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
Q1 		– Sell
-170
Closed -$5.87K – 1020
2023
Q4 		$5.87K Hold
170
– – ﹤0.01% 858
2023
Q3 		$5.19K Hold
170
– – ﹤0.01% 872
2023
Q2 		$5.62K Buy
+170
New +$5.22K ﹤0.01% 846

Other funds holding ARTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HM Payson & Co's ARTY Position: Q1 2024 in Review

HM Payson & Co sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2024, closing a stake of 170 shares — an estimated $5.87K sold.

HM Payson & Co first reported a position in ARTY in Q2 2023 and held it in 3 quarters. The position peaked at $5.87K in Q4 2023. 160 funds tracked by Wall St. Rank hold ARTY as of Q1 2024.

  • HM Payson & Co reported no remaining iShares Future AI & Tech ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 170 iShares Future AI & Tech ETF shares in Q1 2024, an estimated $5.87K.
  • HM Payson & Co first reported a position in iShares Future AI & Tech ETF in Q2 2023 and held it in 3 quarters.
  • HM Payson & Co's iShares Future AI & Tech ETF position peaked at $5.87K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.