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Family Legacy Inc’s ARK Web x.0 ETF ARKW Stock Holding History

Family Legacy Inc’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
2023
Q4 		– Sell
-9,724
Closed -$527K – 118
2023
Q3 		$527K Sell
9,724
-1,003
-9% -$59.5K 0.22% 90
2023
Q2 		$629K Buy
10,727
+323
+3% +$16.8K 0.25% 88
2023
Q1 		$558K Buy
10,404
+151
+1% +$7.35K 0.24% 90
2022
Q4 		$478K Sell
10,253
-1,309
-11% -$57.2K 0.21% 92
2022
Q3 		$528K Sell
11,562
-26
-0.2% -$1.41K 0.27% 90
2022
Q2 		$601K Buy
11,588
+3,743
+48% +$232K 0.28% 87
2022
Q1 		$684K Buy
7,845
+757
+11% +$68.5K 0.29% 87
2021
Q4 		$781K Buy
7,088
+2,188
+45% +$309K 0.32% 81
2021
Q3 		$699K Buy
+4,900
New +$724K 0.31% 83

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
PCM
Price Capital Management Lafayette, Louisiana $7.05M AUM 47.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Legacy Inc's ARKW Position: Q4 2023 in Review

Family Legacy Inc sold out of ARK Web x.0 ETF (ARKW) in Q4 2023, closing a stake of 9,724 shares — an estimated $527K sold.

Family Legacy Inc first reported a position in ARKW in Q3 2021 and held it in 9 quarters. The position peaked at $781K in Q4 2021. 228 funds tracked by Wall St. Rank hold ARKW as of Q4 2023.

  • Family Legacy Inc reported no remaining ARK Web x.0 ETF position as of Q4 2023 after selling out during the quarter.
  • Family Legacy Inc sold 9,724 ARK Web x.0 ETF shares in Q4 2023, an estimated $527K.
  • Family Legacy Inc first reported a position in ARK Web x.0 ETF in Q3 2021 and held it in 9 quarters.
  • Family Legacy Inc's ARK Web x.0 ETF position peaked at $781K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2023.

Based on Family Legacy Inc's 13F filing for Q4 2023, filed 17 Jan 2024.