Axiom Investment Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Axiom Investment Management’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
2022 Q1	–	Sell	-1,200	Closed	-$143K	–	94
2021 Q4	$143K	Hold	1,200	–	–	0.14%	115
2021 Q3	$168K	Hold	1,200	–	–	0.17%	113
2021 Q2	$185K	Buy	1,200 +800	+200%	+$115K	0.14%	128
2021 Q1	$59K	Sell	400 -914	-70%	-$147K	0.05%	154
2020 Q4	$304K	Sell	1,314 -911	-41%	-$117K	0.28%	88
2020 Q3	$243K	Buy	2,225 +825	+59%	+$83.5K	0.28%	93
2020 Q2	$119K	Buy	+1,400	New	+$98.4K	0.16%	100

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Axiom Investment Management's ARKW Position: Q1 2022 in Review

Axiom Investment Management sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2022, closing a stake of 1,200 shares — an estimated $143K sold.

Axiom Investment Management first reported a position in ARKW in Q2 2020 and held it in 7 quarters. The position peaked at $304K in Q4 2020. 285 funds tracked by Wall St. Rank hold ARKW as of Q1 2022.

Axiom Investment Management reported no remaining ARK Next Generation Technology ETF position as of Q1 2022 after selling out during the quarter.
Axiom Investment Management sold 1,200 ARK Next Generation Technology ETF shares in Q1 2022, an estimated $143K.
Axiom Investment Management first reported a position in ARK Next Generation Technology ETF in Q2 2020 and held it in 7 quarters.
Axiom Investment Management's ARK Next Generation Technology ETF position peaked at $304K in Q4 2020.
285 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2022.

Based on Axiom Investment Management's 13F filing for Q1 2022, filed 13 May 2022.