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Paragon Private Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Paragon Private Wealth 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
2022
Q1 		– Sell
-3,103
Closed -$239K – 112
2021
Q4 		$239K Buy
+3,103
New +$253K 0.21% 96

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Paragon Private Wealth Management's ARKQ Position: Q1 2022 in Review

Paragon Private Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2022, closing a stake of 3,103 shares — an estimated $239K sold.

Paragon Private Wealth Management first reported a position in ARKQ in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 214 funds tracked by Wall St. Rank hold ARKQ as of Q1 2022.

  • Paragon Private Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2022 after selling out during the quarter.
  • Paragon Private Wealth Management sold 3,103 ARK Autonomous Technology & Robotics ETF shares in Q1 2022, an estimated $239K.
  • Paragon Private Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2021 and held it in 1 quarter.
  • Paragon Private Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $239K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2022.

Based on Paragon Private Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.