Phoenix Wealth Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-300	Closed	-$23K	–	136
2021 Q3	$23K	Hold	300	–	–	0.02%	251
2021 Q2	$25K	Hold	300	–	–	0.02%	236
2021 Q1	$26K	Hold	300	–	–	0.02%	239
2020 Q4	$23K	Buy	+300	New	+$19.8K	0.02%	244

Other funds holding ARKQ

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

HFM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Phoenix Wealth Advisors's ARKQ Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 300 shares — an estimated $23K sold.

Phoenix Wealth Advisors first reported a position in ARKQ in Q4 2020 and held it in 4 quarters. The position peaked at $26K in Q1 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

Phoenix Wealth Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 300 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $23K.
Phoenix Wealth Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $26K in Q1 2021.
259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.