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Winch Advisory Services’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Winch Advisory Services’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
2021
Q4 		– Sell
-1,235
Closed -$96K – 474
2021
Q3 		$96K Buy
+1,235
New +$101K 0.03% 93

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Winch Advisory Services's ARKQ Position: Q4 2021 in Review

Winch Advisory Services sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q4 2021, closing a stake of 1,235 shares — an estimated $96K sold.

Winch Advisory Services first reported a position in ARKQ in Q3 2021 and held it in 1 quarter. The position peaked at $96K in Q3 2021. 259 funds tracked by Wall St. Rank hold ARKQ as of Q4 2021.

  • Winch Advisory Services reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q4 2021 after selling out during the quarter.
  • Winch Advisory Services sold 1,235 ARK Autonomous Technology & Robotics ETF shares in Q4 2021, an estimated $96K.
  • Winch Advisory Services first reported a position in ARK Autonomous Technology & Robotics ETF in Q3 2021 and held it in 1 quarter.
  • Winch Advisory Services's ARK Autonomous Technology & Robotics ETF position peaked at $96K in Q3 2021.
  • 259 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q4 2021.

Based on Winch Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.