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Jacobi Capital Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Jacobi Capital 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
2021
Q4 		– Sell
-115
Closed -$9K – 478
2021
Q3 		$9K Hold
115
– – ﹤0.01% 1070
2021
Q2 		$10K Sell
115
-15
-12% -$1.23K ﹤0.01% 1020
2021
Q1 		$11K Buy
+130
New +$11.4K ﹤0.01% 940

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Jacobi Capital Management's ARKQ Position: Q4 2021 in Review

Jacobi Capital Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 115 shares — an estimated $9K sold.

Jacobi Capital Management first reported a position in ARKQ in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

  • Jacobi Capital Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 115 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $9K.
  • Jacobi Capital Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 3 quarters.
  • Jacobi Capital Management's ARK Autonomous Technology & Robotics ETF position peaked at $11K in Q1 2021.
  • 259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.