Interchange Capital Partners’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Interchange Capital Partners’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
2021 Q4	–	Sell	-6,227	Closed	-$486K	–	154
2021 Q3	$486K	Sell	6,227 -130	-2%	-$10.6K	0.81%	46
2021 Q2	$548K	Hold	6,357	–	–	0.85%	40
2021 Q1	$533K	Buy	6,357 +182	+3%	+$16K	0.29%	115
2020 Q4	$471K	Buy	+6,175	New	+$408K	0.26%	106

Other funds holding ARKQ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Interchange Capital Partners's ARKQ Position: Q4 2021 in Review

Interchange Capital Partners sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 6,227 shares — an estimated $486K sold.

Interchange Capital Partners first reported a position in ARKQ in Q4 2020 and held it in 4 quarters. The position peaked at $548K in Q2 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

Interchange Capital Partners reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
Interchange Capital Partners sold 6,227 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $486K.
Interchange Capital Partners first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 4 quarters.
Interchange Capital Partners's ARK Autonomous Technology & Robotics ETF position peaked at $548K in Q2 2021.
259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Interchange Capital Partners's 13F filing for Q4 2021, filed 4 Feb 2022.