Sterling Investment Advisors (Pennsylvania)’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-50	Closed	-$3K	–	556
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	514
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	494
2021 Q3	$4K	Sell	50 -125	-71%	-$10.2K	﹤0.01%	493
2021 Q2	$15K	Hold	175	–	–	﹤0.01%	387
2021 Q1	$15K	Buy	175 +50	+40%	+$4.39K	﹤0.01%	373
2020 Q4	$10K	Buy	+125	New	+$8.27K	﹤0.01%	365

Other funds holding ARKQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ARKQ Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 50 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ARKQ in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q2 2021. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 50 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $3K.
Sterling Investment Advisors (Pennsylvania) first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2020 and held it in 6 quarters.
Sterling Investment Advisors (Pennsylvania)'s ARK Autonomous Technology & Robotics ETF position peaked at $15K in Q2 2021.
184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.