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Avantax Planning Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Avantax Planning Partners’s Portfolio ARKW Stock Details ARKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-90
Closed -$5K – 338
2018
Q3 		$5K Buy
+90
New +$5.18K ﹤0.01% 1073
2018
Q2 		– Sell
-100
Closed -$5K – 319
2018
Q1 		$5K Buy
+100
New +$5.07K ﹤0.01% 1304

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avantax Planning Partners's ARKW Position: Q4 2018 in Review

Avantax Planning Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2018, closing a stake of 90 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in ARKW in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 69 funds tracked by Wall St. Rank hold ARKW as of Q4 2018.

  • Avantax Planning Partners reported no remaining ARK Next Generation Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 90 ARK Next Generation Technology ETF shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in ARK Next Generation Technology ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ARK Next Generation Technology ETF position peaked at $5K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.