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Mid Atlantic Financial Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Mid Atlantic Financial Management’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
Q3 		$428K Sell
5,480
-1,192
-18% -$97.4K 0.03% 515
2021
Q2 		$575K Buy
6,672
+943
+16% +$77.5K 0.04% 419
2021
Q1 		$481K Buy
+5,729
New +$504K 0.04% 445

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Mid Atlantic Financial Management's ARKQ Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its ARK Autonomous Technology & Robotics ETF (ARKQ) stake by 18% in Q3 2021, selling an estimated $97.4K and leaving 5,480 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #515.

Mid Atlantic Financial Management first reported a position in ARKQ in Q1 2021 and has held it in 3 quarters since. The position peaked at $575K in Q2 2021. 234 funds tracked by Wall St. Rank hold ARKQ as of Q3 2021.

  • Mid Atlantic Financial Management held 5,480 shares of ARK Autonomous Technology & Robotics ETF worth $428K as of Q3 2021.
  • Mid Atlantic Financial Management sold 1,192 ARK Autonomous Technology & Robotics ETF shares in Q3 2021, an estimated $97.4K.
  • ARK Autonomous Technology & Robotics ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #515 holding.
  • Mid Atlantic Financial Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and has held it in 3 quarters since.
  • Mid Atlantic Financial Management's ARK Autonomous Technology & Robotics ETF position peaked at $575K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.