Westside Investment Management’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Westside Investment 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
2023 Q3	–	Sell	-250	Closed	-$14.1K	–	842
2023 Q2	$14.1K	Sell	250 -58	-19%	-$2.88K	﹤0.01%	531
2023 Q1	$15.5K	Hold	308	–	–	﹤0.01%	518
2022 Q4	$12	Hold	308	–	–	﹤0.01%	580
2022 Q3	$13	Hold	308	–	–	﹤0.01%	555
2022 Q2	$15	Hold	308	–	–	﹤0.01%	544
2022 Q1	$20	Hold	308	–	–	﹤0.01%	513
2021 Q4	$23	Hold	308	–	–	﹤0.01%	477
2021 Q3	$24	Hold	308	–	–	﹤0.01%	465
2021 Q2	$26	Buy	308 +58	+23%	+$4.77K	﹤0.01%	447
2021 Q1	$20	Buy	+250	New	+$22K	﹤0.01%	465

Other funds holding ARKQ

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

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

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

BCM

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Westside Investment Management's ARKQ Position: Q3 2023 in Review

Westside Investment Management sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q3 2023, closing a stake of 250 shares — an estimated $14.1K sold.

Westside Investment Management first reported a position in ARKQ in Q1 2021 and held it in 10 quarters. The position peaked at $15.5K in Q1 2023. 176 funds tracked by Wall St. Rank hold ARKQ as of Q3 2023.

Westside Investment Management reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 250 ARK Autonomous Technology & Robotics ETF shares in Q3 2023, an estimated $14.1K.
Westside Investment Management first reported a position in ARK Autonomous Technology & Robotics ETF in Q1 2021 and held it in 10 quarters.
Westside Investment Management's ARK Autonomous Technology & Robotics ETF position peaked at $15.5K in Q1 2023.
176 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.