Baystate Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Baystate Wealth 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
2023 Q4	$1.9K	Hold	25	–	–	﹤0.01%	1072
2023 Q3	$1.35K	Hold	25	–	–	﹤0.01%	859
2023 Q2	$1.47K	Hold	25	–	–	﹤0.01%	894
2023 Q1	$1.34K	Buy	+25	New	+$1.22K	﹤0.01%	896
2022 Q1	–	Sell	-96	Closed	-$11K	–	877
2021 Q4	$11K	Hold	96	–	–	﹤0.01%	554
2021 Q3	$13K	Hold	96	–	–	﹤0.01%	488
2021 Q2	$15K	Hold	96	–	–	﹤0.01%	461
2021 Q1	$14K	Sell	96 -19	-17%	-$3.06K	﹤0.01%	432
2020 Q4	$17K	Buy	+115	New	+$14.7K	﹤0.01%	359

Other funds holding ARKW

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

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

Bank of America

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

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

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return