Berry Group’s ARK Next Generation Technology ETF ARKW Stock Holding History

Berry Group’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	$203K	Buy	+1,390	New	+$178K	0.09%	109

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

Brookstone Capital Management Wheaton, Illinois $10B 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

Berry Group's ARKW Position: Q4 2020 in Review

Berry Group opened a new position in ARK Next Generation Technology ETF (ARKW) in Q4 2020: 1,390 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #109 among its holdings.

315 funds tracked by Wall St. Rank hold ARKW as of Q4 2020.

Berry Group held 1,390 shares of ARK Next Generation Technology ETF worth $203K as of Q4 2020.
ARK Next Generation Technology ETF was a new Berry Group position in Q4 2020.
ARK Next Generation Technology ETF made up 0.09% of Berry Group's portfolio in Q4 2020, its #109 holding.
315 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.