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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McKinley Carter Wealth Services's ARKQ Position: Q1 2021 in Review

McKinley Carter Wealth Services sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2021, closing a stake of 5,180 shares — an estimated $396K sold.

McKinley Carter Wealth Services first reported a position in ARKQ in Q1 2018 and held it in 5 quarters. The position peaked at $396K in Q4 2020. 267 funds tracked by Wall St. Rank hold ARKQ as of Q1 2021.

McKinley Carter Wealth Services reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2021 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,180 ARK Autonomous Technology & Robotics ETF shares in Q1 2021, an estimated $396K.
McKinley Carter Wealth Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2018 and held it in 5 quarters.
McKinley Carter Wealth Services's ARK Autonomous Technology & Robotics ETF position peaked at $396K in Q4 2020.
267 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2021.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2021, filed 30 Apr 2021.