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Means Investment Company’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Means Investment Company’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
2023
Q4 		– Sell
-4,651
Closed -$244K – 193
2023
Q3 		$244K Sell
4,651
-1,142
-20% -$63K 0.04% 177
2023
Q2 		$326K Sell
5,793
-232
-4% -$11.5K 0.05% 152
2023
Q1 		$303K Sell
6,025
-255
-4% -$12.1K 0.05% 160
2022
Q4 		$258K Sell
6,280
-2,153
-26% -$94.8K 0.05% 168
2022
Q3 		$380K Sell
8,433
-247
-3% -$13K 0.08% 133
2022
Q2 		$435K Sell
8,680
-198
-2% -$11.1K 0.09% 123
2022
Q1 		$601K Sell
8,878
-1,631
-16% -$108K 0.11% 102
2021
Q4 		$809K Sell
10,509
-1,282
-11% -$105K 0.14% 89
2021
Q3 		$920K Buy
11,791
+197
+2% +$16.1K 0.18% 83
2021
Q2 		$1M Sell
11,594
-22
-0.2% -$1.81K 0.2% 77
2021
Q1 		$975K Buy
11,616
+3,001
+35% +$264K 0.22% 76
2020
Q4 		$850K Buy
+8,615
New +$570K 0.19% 76

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Means Investment Company's ARKQ Position: Q4 2023 in Review

Means Investment Company sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2023, closing a stake of 4,651 shares — an estimated $244K sold.

Means Investment Company first reported a position in ARKQ in Q4 2020 and held it in 12 quarters. The position peaked at $1M in Q2 2021. 183 funds tracked by Wall St. Rank hold ARKQ as of Q4 2023.

  • Means Investment Company reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Means Investment Company sold 4,651 ARK Autonomous Technology & Robotics ETF shares in Q4 2023, an estimated $244K.
  • Means Investment Company first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 12 quarters.
  • Means Investment Company's ARK Autonomous Technology & Robotics ETF position peaked at $1M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2023.

Based on Means Investment Company's 13F filing for Q4 2023, filed 25 Jan 2024.