Northwest Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Northwest Financial Advisors’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
2024 Q4	–	Sell	-620	Closed	-$37.8K	–	134
2024 Q3	$37.8K	Buy	+620	New	+$34.8K	0.03%	256
2024 Q1	–	Sell	-620	Closed	-$35.8K	–	114
2023 Q4	$35.8K	Buy	+620	New	+$32.6K	0.03%	245

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Northwest Financial Advisors's ARKQ Position: Q4 2024 in Review

Northwest Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2024, closing a stake of 620 shares — an estimated $37.8K sold.

Northwest Financial Advisors first reported a position in ARKQ in Q4 2023 and held it in 2 quarters. The position peaked at $37.8K in Q3 2024. 171 funds tracked by Wall St. Rank hold ARKQ as of Q4 2024.

Northwest Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2024 after selling out during the quarter.
Northwest Financial Advisors sold 620 ARK Autonomous Technology & Robotics ETF shares in Q4 2024, an estimated $37.8K.
Northwest Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2023 and held it in 2 quarters.
Northwest Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $37.8K in Q3 2024.
171 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.