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Engrave Wealth Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

Engrave Wealth 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
2020
Q1 		– Sell
-437
Closed -$25K – 420
2019
Q4 		$25K Buy
+437
New +$23.2K 0.02% 187

Other funds holding ARKW

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PS
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Engrave Wealth Partners's ARKW Position: Q1 2020 in Review

Engrave Wealth Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2020, closing a stake of 437 shares — an estimated $25K sold.

Engrave Wealth Partners first reported a position in ARKW in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 94 funds tracked by Wall St. Rank hold ARKW as of Q1 2020.

  • Engrave Wealth Partners reported no remaining ARK Next Generation Technology ETF position as of Q1 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 437 ARK Next Generation Technology ETF shares in Q1 2020, an estimated $25K.
  • Engrave Wealth Partners first reported a position in ARK Next Generation Technology ETF in Q4 2019 and held it in 1 quarter.
  • Engrave Wealth Partners's ARK Next Generation Technology ETF position peaked at $25K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2020.

Based on Engrave Wealth Partners's 13F filing for Q1 2020, filed 20 Apr 2020.