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Consolidated Planning Corp’s ARK Web x.0 ETF ARKW Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-70
Closed -$10K – 90
2021
Q3 		$10K Buy
+70
New +$10.3K 0.01% 304

Other funds holding ARKW

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Consolidated Planning Corp's ARKW Position: Q4 2021 in Review

Consolidated Planning Corp sold out of ARK Web x.0 ETF (ARKW) in Q4 2021, closing a stake of 70 shares — an estimated $10K sold.

Consolidated Planning Corp first reported a position in ARKW in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

  • Consolidated Planning Corp reported no remaining ARK Web x.0 ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 70 ARK Web x.0 ETF shares in Q4 2021, an estimated $10K.
  • Consolidated Planning Corp first reported a position in ARK Web x.0 ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's ARK Web x.0 ETF position peaked at $10K in Q3 2021.
  • 337 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.