KWA
ARTY

KCS Wealth Advisory’s iShares Future AI & Tech ETF ARTY Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-69
Closed -$1.69K – 423
2019
Q3 		$1.69K Buy
+69
New +$1.7K ﹤0.01% 422

Other funds holding ARTY

FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

KCS Wealth Advisory's ARTY Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2019, closing a stake of 69 shares — an estimated $1.69K sold.

KCS Wealth Advisory first reported a position in ARTY in Q3 2019 and held it in 1 quarter. The position peaked at $1.69K in Q3 2019. 22 funds tracked by Wall St. Rank hold ARTY as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares Future AI & Tech ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 69 iShares Future AI & Tech ETF shares in Q4 2019, an estimated $1.69K.
  • KCS Wealth Advisory first reported a position in iShares Future AI & Tech ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares Future AI & Tech ETF position peaked at $1.69K in Q3 2019.
  • 22 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.