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BDO Wealth Advisors’s ARK Web x.0 ETF ARKW Stock Holding History

BDO Wealth Advisors’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
2020
Q4 		– Sell
-400
Closed -$43K – 923
2020
Q3 		$43K Sell
400
-3,333
-89% -$337K 0.01% 345
2020
Q2 		$317K Sell
3,733
-145
-4% -$10.2K 0.06% 166
2020
Q1 		$204K Hold
3,878
– – 0.04% 202
2019
Q4 		$223K Hold
3,878
– – 0.06% 182
2019
Q3 		$189K Hold
3,878
– – 0.05% 197
2019
Q2 		$202K Buy
+3,878
New +$200K 0.06% 191

Other funds holding ARKW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BDO Wealth Advisors's ARKW Position: Q4 2020 in Review

BDO Wealth Advisors sold out of ARK Web x.0 ETF (ARKW) in Q4 2020, closing a stake of 400 shares — an estimated $43K sold.

BDO Wealth Advisors first reported a position in ARKW in Q2 2019 and held it in 6 quarters. The position peaked at $317K in Q2 2020. 315 funds tracked by Wall St. Rank hold ARKW as of Q4 2020.

  • BDO Wealth Advisors reported no remaining ARK Web x.0 ETF position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 400 ARK Web x.0 ETF shares in Q4 2020, an estimated $43K.
  • BDO Wealth Advisors first reported a position in ARK Web x.0 ETF in Q2 2019 and held it in 6 quarters.
  • BDO Wealth Advisors's ARK Web x.0 ETF position peaked at $317K in Q2 2020.
  • 315 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.