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Lokken Investment Group’s Arq ARQ Stock Holding History

Lokken Investment Group’s Portfolio ARQ Stock Details ARQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,000
Closed -$117K – 162
2024
Q3 		$117K Buy
20,000
+10,000
+100% +$60.9K 0.05% 153
2024
Q2 		$60.7K Buy
+10,000
New +$69K 0.03% 151

Other funds holding ARQ

ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VH
Vitol Holding Rotterdam, Netherlands $11.9M AUM 27.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Lokken Investment Group's ARQ Position: Q4 2024 in Review

Lokken Investment Group sold out of Arq (ARQ) in Q4 2024, closing a stake of 20,000 shares — an estimated $117K sold.

Lokken Investment Group first reported a position in ARQ in Q2 2024 and held it in 2 quarters. The position peaked at $117K in Q3 2024. 92 funds tracked by Wall St. Rank hold ARQ as of Q4 2024.

  • Lokken Investment Group reported no remaining Arq position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 20,000 Arq shares in Q4 2024, an estimated $117K.
  • Lokken Investment Group first reported a position in Arq in Q2 2024 and held it in 2 quarters.
  • Lokken Investment Group's Arq position peaked at $117K in Q3 2024.
  • 92 funds tracked by Wall St. Rank held Arq as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.