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

Prosperity 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
2023
Q4 		– Sell
-6,550
Closed -$344K – 148
2023
Q3 		$344K Buy
6,550
+460
+8% +$25.4K 0.22% 84
2023
Q2 		$343K Buy
+6,090
New +$302K 0.22% 73

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
ACA
Aspire Capital Advisors Seattle, Washington $444M AUM 16.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Prosperity Wealth Management's ARKQ Position: Q4 2023 in Review

Prosperity Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2023, closing a stake of 6,550 shares — an estimated $344K sold.

Prosperity Wealth Management first reported a position in ARKQ in Q2 2023 and held it in 2 quarters. The position peaked at $344K in Q3 2023. 183 funds tracked by Wall St. Rank hold ARKQ as of Q4 2023.

  • Prosperity Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 6,550 ARK Autonomous Technology & Robotics ETF shares in Q4 2023, an estimated $344K.
  • Prosperity Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $344K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.