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Ogorek Anthony Joseph’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Ogorek Anthony Joseph’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
-110
Closed -$5K – 284
2023
Q3 		$5K Hold
110
– – ﹤0.01% 224
2023
Q2 		$6K Hold
110
– – ﹤0.01% 209
2023
Q1 		$5K Hold
110
– – ﹤0.01% 212
2022
Q4 		$4K Hold
110
– – ﹤0.01% 185
2022
Q3 		$4K Hold
110
– – ﹤0.01% 183
2022
Q2 		$5K Sell
110
-255
-70% -$14.3K ﹤0.01% 180
2022
Q1 		$24K Buy
+365
New +$24.2K 0.01% 123

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 $71.6B AUM 21.08% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 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

Ogorek Anthony Joseph's ARKQ Position: Q4 2023 in Review

Ogorek Anthony Joseph sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2023, closing a stake of 110 shares — an estimated $5K sold.

Ogorek Anthony Joseph first reported a position in ARKQ in Q1 2022 and held it in 7 quarters. The position peaked at $24K in Q1 2022. 183 funds tracked by Wall St. Rank hold ARKQ as of Q4 2023.

  • Ogorek Anthony Joseph reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 110 ARK Autonomous Technology & Robotics ETF shares in Q4 2023, an estimated $5K.
  • Ogorek Anthony Joseph first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2022 and held it in 7 quarters.
  • Ogorek Anthony Joseph's ARK Autonomous Technology & Robotics ETF position peaked at $24K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2023.

Based on Ogorek Anthony Joseph's 13F filing for Q4 2023, filed 9 Feb 2024.