BDO Wealth Advisors’s ARK Next Generation Technology 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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 Next Generation Technology 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 Next Generation Technology ETF position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 400 ARK Next Generation Technology ETF shares in Q4 2020, an estimated $43K.
BDO Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q2 2019 and held it in 6 quarters.
BDO Wealth Advisors's ARK Next Generation Technology ETF position peaked at $317K in Q2 2020.
315 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2020.

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