Liberty Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Liberty Wealth 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	-86	Closed	-$7K	–	225
2021 Q3	$7K	Sell	86 -89	-51%	-$7.27K	﹤0.01%	881
2021 Q2	$8K	Buy	175 +140	+400%	+$11.5K	﹤0.01%	692
2021 Q1	$3K	Hold	35	–	–	﹤0.01%	756
2020 Q4	$3K	Hold	35	–	–	﹤0.01%	752
2020 Q3	$2K	Buy	+35	New	+$1.92K	﹤0.01%	744

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

Liberty Wealth Management's ARKQ Position: Q4 2021 in Review

Liberty Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 86 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in ARKQ in Q3 2020 and held it in 5 quarters. The position peaked at $8K in Q2 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

Liberty Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 86 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $7K.
Liberty Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2020 and held it in 5 quarters.
Liberty Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $8K in Q2 2021.
259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.