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Sterling Financial Planning’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-51
Closed -$4K – 117
2021
Q3 		$4K Hold
51
– – ﹤0.01% 370
2021
Q2 		$4K Hold
51
– – ﹤0.01% 348
2021
Q1 		$4K Buy
+51
New +$4.48K ﹤0.01% 323

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Sterling Financial Planning's ARKQ Position: Q4 2021 in Review

Sterling Financial Planning sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 51 shares — an estimated $4K sold.

Sterling Financial Planning first reported a position in ARKQ in Q1 2021 and held it in 3 quarters. The position peaked at $4K in Q3 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

  • Sterling Financial Planning reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 51 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $4K.
  • Sterling Financial Planning first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's ARK Autonomous Technology & Robotics ETF position peaked at $4K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

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