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Caliber Wealth Management (Utah)’s ARK Next Generation Technology ETF ARKW Stock Holding History

Caliber Wealth Management (Utah)’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
2021
Q2 		– Sell
-1,735
Closed -$256K – 78
2021
Q1 		$256K Hold
1,735
– – 0.19% 70
2020
Q4 		$254K Buy
+1,735
New +$222K 0.25% 66

Other funds holding ARKW

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ARKW Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2021, closing a stake of 1,735 shares — an estimated $256K sold.

Caliber Wealth Management (Utah) first reported a position in ARKW in Q4 2020 and held it in 2 quarters. The position peaked at $256K in Q1 2021. 357 funds tracked by Wall St. Rank hold ARKW as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining ARK Next Generation Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 1,735 ARK Next Generation Technology ETF shares in Q2 2021, an estimated $256K.
  • Caliber Wealth Management (Utah) first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s ARK Next Generation Technology ETF position peaked at $256K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.