Institutional & Family Asset Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Institutional & Family Asset 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
2022 Q1	–	Sell	-30	Closed	-$2K	–	768
2021 Q4	$2K	Buy	+30	New	+$2.45K	﹤0.01%	644
2021 Q1	–	Sell	-150	Closed	-$11K	–	930
2020 Q4	$11K	Buy	+150	New	+$9.92K	﹤0.01%	509

Other funds holding ARKQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Institutional & Family Asset Management's ARKQ Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2022, closing a stake of 30 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in ARKQ in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q4 2020. 214 funds tracked by Wall St. Rank hold ARKQ as of Q1 2022.

Institutional & Family Asset Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 30 ARK Autonomous Technology & Robotics ETF shares in Q1 2022, an estimated $2K.
Institutional & Family Asset Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 2 quarters.
Institutional & Family Asset Management's ARK Autonomous Technology & Robotics ETF position peaked at $11K in Q4 2020.
214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.