SPC
ARTY

Sigma Planning Corp’s iShares Future AI & Tech ETF ARTY Stock Holding History

Sigma Planning Corp’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
2021
Q4 		– Sell
-21,120
Closed -$894K – 1488
2021
Q3 		$894K Buy
21,120
+2,192
+12% +$96K 0.03% 583
2021
Q2 		$850K Buy
18,928
+679
+4% +$29.3K 0.03% 614
2021
Q1 		$787K Buy
+18,249
New +$823K 0.03% 592

Other funds holding ARTY

PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sigma Planning Corp's ARTY Position: Q4 2021 in Review

Sigma Planning Corp sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2021, closing a stake of 21,120 shares — an estimated $894K sold.

Sigma Planning Corp first reported a position in ARTY in Q1 2021 and held it in 3 quarters. The position peaked at $894K in Q3 2021. 98 funds tracked by Wall St. Rank hold ARTY as of Q4 2021.

  • Sigma Planning Corp reported no remaining iShares Future AI & Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 21,120 iShares Future AI & Tech ETF shares in Q4 2021, an estimated $894K.
  • Sigma Planning Corp first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 3 quarters.
  • Sigma Planning Corp's iShares Future AI & Tech ETF position peaked at $894K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2021.

Based on Sigma Planning Corp's 13F filing for Q4 2021, filed 2 Feb 2022.