Patriot Investment Management Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Patriot Investment Management Group’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
2023 Q1	–	Sell	-1,000	Closed	-$30.1K	–	401
2022 Q4	$30.1K	Buy	+1,000	New	+$25.2K	﹤0.01%	316
2020 Q3	–	Sell	-720	Closed	-$21.3K	–	666
2020 Q2	$21.3K	Buy	+720	New	+$19K	﹤0.01%	413

Other funds holding ARTY

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patriot Investment Management Group's ARTY Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Future AI & Tech ETF (ARTY) in Q1 2023, closing a stake of 1,000 shares — an estimated $30.1K sold.

Patriot Investment Management Group first reported a position in ARTY in Q2 2020 and held it in 2 quarters. The position peaked at $30.1K in Q4 2022. 87 funds tracked by Wall St. Rank hold ARTY as of Q1 2023.

Patriot Investment Management Group reported no remaining iShares Future AI & Tech ETF position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 1,000 iShares Future AI & Tech ETF shares in Q1 2023, an estimated $30.1K.
Patriot Investment Management Group first reported a position in iShares Future AI & Tech ETF in Q2 2020 and held it in 2 quarters.
Patriot Investment Management Group's iShares Future AI & Tech ETF position peaked at $30.1K in Q4 2022.
87 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.