AWS
BARK icon

AJ Wealth Strategies’s BARK BARK Stock Holding History

AJ Wealth Strategies’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$45.7K Hold
1,720
– – ﹤0.01% 293
2023
Q1 		$49.9K Hold
1,720
– – ﹤0.01% 281
2022
Q4 		$51K Sell
1,720
-130
-7% -$4.33K ﹤0.01% 290
2022
Q3 		$67K Hold
1,850
– – ﹤0.01% 294
2022
Q2 		$47K Hold
1,850
– – ﹤0.01% 301
2022
Q1 		$137K Buy
1,850
+1,250
+208% +$88.9K 0.01% 303
2021
Q4 		$51K Buy
+600
New +$68.7K ﹤0.01% 307

Other funds holding BARK

FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AJ Wealth Strategies's BARK Position: Q2 2023 in Review

AJ Wealth Strategies held its BARK (BARK) position steady in Q2 2023 at 1,720 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

AJ Wealth Strategies first reported a position in BARK in Q4 2021 and has held it in 7 quarters since. The position peaked at $137K in Q1 2022. 86 funds tracked by Wall St. Rank hold BARK as of Q2 2023.

  • AJ Wealth Strategies held 1,720 shares of BARK worth $45.7K as of Q2 2023.
  • AJ Wealth Strategies left its BARK share count unchanged in Q2 2023.
  • BARK made up ﹤0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #293 holding.
  • AJ Wealth Strategies first reported a position in BARK in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's BARK position peaked at $137K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held BARK as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.