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BOK Financial Private Wealth’s ARK Next Generation Technology ETF ARKW Stock Holding History

BOK Financial Private Wealth’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 		– Sell
-455
Closed -$24.6K – 514
2023
Q3 		$24.6K Buy
+455
New +$27K ﹤0.01% 285

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $607K AUM 46.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOK Financial Private Wealth's ARKW Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2023, closing a stake of 455 shares — an estimated $24.6K sold.

BOK Financial Private Wealth first reported a position in ARKW in Q3 2023 and held it in 1 quarter. The position peaked at $24.6K in Q3 2023. 228 funds tracked by Wall St. Rank hold ARKW as of Q4 2023.

  • BOK Financial Private Wealth reported no remaining ARK Next Generation Technology ETF position as of Q4 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 455 ARK Next Generation Technology ETF shares in Q4 2023, an estimated $24.6K.
  • BOK Financial Private Wealth first reported a position in ARK Next Generation Technology ETF in Q3 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's ARK Next Generation Technology ETF position peaked at $24.6K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.