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Sowell Financial Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-1,031
Closed -$82K – 655
2021
Q1 		$82K Sell
1,031
-460
-31% -$40.4K ﹤0.01% 1456
2020
Q4 		$114K Buy
1,491
+1,472
+7,747% +$97.4K ﹤0.01% 1097
2020
Q3 		$1K Hold
19
– – ﹤0.01% 2318
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2243
2020
Q1 		$1K Buy
+19
New +$713 ﹤0.01% 2179

Other funds holding ARKQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's ARKQ Position: Q2 2021 in Review

Sowell Financial Services sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2021, closing a stake of 1,031 shares — an estimated $82K sold.

Sowell Financial Services first reported a position in ARKQ in Q1 2020 and held it in 5 quarters. The position peaked at $114K in Q4 2020. 254 funds tracked by Wall St. Rank hold ARKQ as of Q2 2021.

  • Sowell Financial Services reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,031 ARK Autonomous Technology & Robotics ETF shares in Q2 2021, an estimated $82K.
  • Sowell Financial Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2020 and held it in 5 quarters.
  • Sowell Financial Services's ARK Autonomous Technology & Robotics ETF position peaked at $114K in Q4 2020.
  • 254 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.