TWM
ARKQ icon

Tolleson Wealth Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Tolleson Wealth Management’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
2020
Q1 		– Sell
-11,460
Closed -$410K – 62
2019
Q4 		$410K Hold
11,460
– – 0.2% 40
2019
Q3 		$380K Hold
11,460
– – 0.21% 41
2019
Q2 		$336K Buy
+11,460
New +$378K 0.23% 33

Other funds holding ARKQ

HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tolleson Wealth Management's ARKQ Position: Q1 2020 in Review

Tolleson Wealth Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2020, closing a stake of 11,460 shares — an estimated $410K sold.

Tolleson Wealth Management first reported a position in ARKQ in Q2 2019 and held it in 3 quarters. The position peaked at $410K in Q4 2019. 49 funds tracked by Wall St. Rank hold ARKQ as of Q1 2020.

  • Tolleson Wealth Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2020 after selling out during the quarter.
  • Tolleson Wealth Management sold 11,460 ARK Autonomous Technology & Robotics ETF shares in Q1 2020, an estimated $410K.
  • Tolleson Wealth Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q2 2019 and held it in 3 quarters.
  • Tolleson Wealth Management's ARK Autonomous Technology & Robotics ETF position peaked at $410K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2020.

Based on Tolleson Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.