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Cedar Brook Financial Partners’s ARK Web x.0 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

Other funds holding ARKW

Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
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 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cedar Brook Financial Partners's ARKW Position: Q1 2021 in Review

Cedar Brook Financial Partners sold out of ARK Web x.0 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 Web x.0 ETF position as of Q1 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 2,258 ARK Web x.0 ETF shares in Q1 2021, an estimated $330K.
  • Cedar Brook Financial Partners first reported a position in ARK Web x.0 ETF in Q3 2020 and held it in 2 quarters.
  • Cedar Brook Financial Partners's ARK Web x.0 ETF position peaked at $330K in Q4 2020.
  • 369 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2021.

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