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Loring Wolcott & Coolidge Fiduciary Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020
Q2 		– Sell
-56
Closed -$2K – 591
2020
Q1 		$2K Hold
56
– – ﹤0.01% 612
2019
Q4 		$2K Buy
+56
New +$1.92K ﹤0.01% 639

Other funds holding ARKQ

PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ARKQ Position: Q2 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2020, closing a stake of 56 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARKQ in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 63 funds tracked by Wall St. Rank hold ARKQ as of Q2 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 56 ARK Autonomous Technology & Robotics ETF shares in Q2 2020, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2019 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $2K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.