Patriot Financial Group Insurance Agency’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-125	Closed	-$6K	–	492
2022 Q2	$6K	Buy	125 +75	+150%	+$4.21K	﹤0.01%	1409
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	1740
2021 Q4	$4K	Sell	50 -22	-31%	-$1.79K	﹤0.01%	1752
2021 Q3	$6K	Buy	72 +27	+60%	+$2.21K	﹤0.01%	1627
2021 Q2	$4K	Sell	45 -20	-31%	-$1.64K	﹤0.01%	1691
2021 Q1	$5K	Buy	+65	New	+$5.71K	﹤0.01%	1530

Other funds holding ARKQ

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

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

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ARKQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2022, closing a stake of 125 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in ARKQ in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q2 2022. 172 funds tracked by Wall St. Rank hold ARKQ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 125 ARK Autonomous Technology & Robotics ETF shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's ARK Autonomous Technology & Robotics ETF position peaked at $6K in Q2 2022.
172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.