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McKinley Carter Wealth Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

McKinley Carter Wealth Services’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
Q1 		– Sell
-5,180
Closed -$396K – 285
2020
Q4 		$396K Buy
5,180
+108
+2% +$7.14K 0.05% 186
2020
Q3 		$291K Hold
5,072
– – 0.07% 119
2020
Q2 		$240K Buy
+5,072
New +$209K 0.06% 127
2020
Q1 		– Sell
-5,072
Closed -$188K – 135
2019
Q4 		$188K Buy
+5,072
New +$174K 0.04% 160
2018
Q2 		– Sell
-5,000
Closed -$164K – 171
2018
Q1 		$164K Buy
+5,000
New +$176K 0.05% 170

Other funds holding ARKQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 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
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return