BCM
ARKW icon

Bourgeon Capital Management’s ARK Web x.0 ETF ARKW Stock Holding History

Bourgeon Capital 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
2024
Q1 		– Sell
-16
Closed -$1.25K – 128
2023
Q4 		$1.25K Hold
16
– – ﹤0.01% 323
2023
Q3 		$894 Hold
16
– – ﹤0.01% 315
2023
Q2 		$967 Hold
16
– – ﹤0.01% 307
2023
Q1 		$885 Hold
16
– – ﹤0.01% 292
2022
Q4 		$636 Sell
16
-56
-78% -$2.45K ﹤0.01% 340
2022
Q3 		$3K Hold
72
– – ﹤0.01% 286
2022
Q2 		$4K Hold
72
– – ﹤0.01% 256
2022
Q1 		$6K Buy
72
+2
+3% +$181 ﹤0.01% 246
2021
Q4 		$8K Hold
70
– – ﹤0.01% 226
2021
Q3 		$10K Hold
70
– – ﹤0.01% 228
2021
Q2 		$11K Hold
70
– – ﹤0.01% 227
2021
Q1 		$10K Buy
70
+66
+1,650% +$10.6K ﹤0.01% 226
2020
Q4 		$1K Buy
+4
New +$512 ﹤0.01% 256

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return