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TCWP’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

TCWP’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
-6,882
Closed -$465K – 360
2022
Q1 		$465K Buy
6,882
+1,487
+28% +$98.6K 0.08% 158
2021
Q4 		$415K Buy
+5,395
New +$440K 0.08% 166

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
Rockefeller Capital Management
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCWP's ARKQ Position: Q2 2022 in Review

TCWP sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q2 2022, closing a stake of 6,882 shares — an estimated $465K sold.

TCWP first reported a position in ARKQ in Q4 2021 and held it in 2 quarters. The position peaked at $465K in Q1 2022. 184 funds tracked by Wall St. Rank hold ARKQ as of Q2 2022.

  • TCWP reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 6,882 ARK Autonomous Technology & Robotics ETF shares in Q2 2022, an estimated $465K.
  • TCWP first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2021 and held it in 2 quarters.
  • TCWP's ARK Autonomous Technology & Robotics ETF position peaked at $465K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.