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

Selective 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
2022
Q4 		– Sell
-4
Closed – – 161
2022
Q3 		$0 Hold
4
– – ﹤0.01% 756
2022
Q2 		$0 Buy
+4
New +$224 ﹤0.01% 752

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Selective Wealth Management's ARKQ Position: Q4 2022 in Review

Selective Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2022, closing a stake of 4 shares.

Selective Wealth Management first reported a position in ARKQ in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 172 funds tracked by Wall St. Rank hold ARKQ as of Q4 2022.

  • Selective Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4 ARK Autonomous Technology & Robotics ETF shares in Q4 2022.
  • Selective Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $0 in Q3 2022.
  • 172 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.