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Cedar Brook Financial Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Cedar Brook Financial Partners’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
Q1 		– Sell
-2,258
Closed -$330K – 320
2020
Q4 		$330K Buy
2,258
+218
+11% +$27.9K 0.12% 198
2020
Q3 		$222K Buy
+2,040
New +$206K 0.09% 253

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Bank of America
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Osaic Holdings
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Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
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Cedar Brook Financial Partners's ARKW Position: Q1 2021 in Review

Cedar Brook Financial Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2021, closing a stake of 2,258 shares — an estimated $330K sold.

Cedar Brook Financial Partners first reported a position in ARKW in Q3 2020 and held it in 2 quarters. The position peaked at $330K in Q4 2020. 369 funds tracked by Wall St. Rank hold ARKW as of Q1 2021.

  • Cedar Brook Financial Partners reported no remaining ARK Next Generation Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,258 ARK Next Generation Technology ETF shares in Q1 2021, an estimated $330K.
  • Cedar Brook Financial Partners first reported a position in ARK Next Generation Technology ETF in Q3 2020 and held it in 2 quarters.
  • Cedar Brook Financial Partners's ARK Next Generation Technology ETF position peaked at $330K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2021, filed 11 May 2021.