NFSG
ARTY

Newbridge Financial Services Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Newbridge Financial Services Group’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-116
Closed -$4K – 1550
2022
Q1 		$4K Hold
116
– – ﹤0.01% 1166
2021
Q4 		$5K Hold
116
– – ﹤0.01% 1095
2021
Q3 		$5K Hold
116
– – ﹤0.01% 1029
2021
Q2 		$5K Hold
116
– – ﹤0.01% 1141
2021
Q1 		$5K Buy
+116
New +$5.23K ﹤0.01% 1048

Other funds holding ARTY

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Newbridge Financial Services Group's ARTY Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2022, closing a stake of 116 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in ARTY in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 78 funds tracked by Wall St. Rank hold ARTY as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining iShares Future AI & Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 116 iShares Future AI & Tech ETF shares in Q2 2022, an estimated $4K.
  • Newbridge Financial Services Group first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 5 quarters.
  • Newbridge Financial Services Group's iShares Future AI & Tech ETF position peaked at $5K in Q4 2021.
  • 78 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.