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Plante Moran Financial Advisors’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-17
Closed -$697 – 799
2022
Q4 		$697 Buy
+17
New +$749 ﹤0.01% 780
2021
Q3 		– Sell
-201
Closed -$17K – 918
2021
Q2 		$17K Buy
+201
New +$16.5K ﹤0.01% 582

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's ARKQ Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2023, closing a stake of 17 shares — an estimated $697 sold.

Plante Moran Financial Advisors first reported a position in ARKQ in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 160 funds tracked by Wall St. Rank hold ARKQ as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 17 ARK Autonomous Technology & Robotics ETF shares in Q1 2023, an estimated $697.
  • Plante Moran Financial Advisors first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2021 and held it in 2 quarters.
  • Plante Moran Financial Advisors's ARK Autonomous Technology & Robotics ETF position peaked at $17K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.