Ten Capital Wealth Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Ten Capital Wealth Advisors’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	-222	Closed	-$9K	–	527
2021 Q3	$9K	Hold	222	–	–	﹤0.01%	282
2021 Q2	$10K	Hold	222	–	–	﹤0.01%	317
2021 Q1	$9K	Buy	+222	New	+$10K	﹤0.01%	273

Other funds holding ARTY

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ten Capital Wealth Advisors's ARTY Position: Q4 2021 in Review

Ten Capital Wealth Advisors sold out of iShares Future AI & Tech ETF (ARTY) in Q4 2021, closing a stake of 222 shares — an estimated $9K sold.

Ten Capital Wealth Advisors first reported a position in ARTY in Q1 2021 and held it in 3 quarters. The position peaked at $10K in Q2 2021. 98 funds tracked by Wall St. Rank hold ARTY as of Q4 2021.

Ten Capital Wealth Advisors reported no remaining iShares Future AI & Tech ETF position as of Q4 2021 after selling out during the quarter.
Ten Capital Wealth Advisors sold 222 iShares Future AI & Tech ETF shares in Q4 2021, an estimated $9K.
Ten Capital Wealth Advisors first reported a position in iShares Future AI & Tech ETF in Q1 2021 and held it in 3 quarters.
Ten Capital Wealth Advisors's iShares Future AI & Tech ETF position peaked at $10K in Q2 2021.
98 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q4 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.