RCA
ARTY

Rowland Carmichael Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Rowland Carmichael Advisors’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
2020
Q2 		– Sell
-400
Closed -$9K – 368
2020
Q1 		$9K Hold
400
– – ﹤0.01% 304
2019
Q4 		$11K Buy
+400
New +$10.2K ﹤0.01% 340

Other funds holding ARTY

RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rowland Carmichael Advisors's ARTY Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q2 2020, closing a stake of 400 shares — an estimated $9K sold.

Rowland Carmichael Advisors first reported a position in ARTY in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 39 funds tracked by Wall St. Rank hold ARTY as of Q2 2020.

  • Rowland Carmichael Advisors reported no remaining iShares Future AI & Tech ETF position as of Q2 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 400 iShares Future AI & Tech ETF shares in Q2 2020, an estimated $9K.
  • Rowland Carmichael Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2019 and held it in 2 quarters.
  • Rowland Carmichael Advisors's iShares Future AI & Tech ETF position peaked at $11K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.