OPS
ARTY

Orion Portfolio Solutions’s iShares Future AI & Tech ETF ARTY Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-15
Closed – – 2120
2020
Q2 		$0 Hold
15
– – ﹤0.01% 2500
2020
Q1 		$0 Sell
15
-1
-6% -$26 ﹤0.01% 2364
2019
Q4 		$0 Buy
+16
New +$409 ﹤0.01% 1972

Other funds holding ARTY

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Orion Portfolio Solutions's ARTY Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Future AI & Tech ETF (ARTY) in Q3 2020, closing a stake of 15 shares.

Orion Portfolio Solutions first reported a position in ARTY in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 43 funds tracked by Wall St. Rank hold ARTY as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Future AI & Tech ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15 iShares Future AI & Tech ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in iShares Future AI & Tech ETF in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iShares Future AI & Tech ETF position peaked at $0 in Q2 2020.
  • 43 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.