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Fulcrum Equity Management’s ARK Web x.0 ETF ARKW Stock Holding History

Fulcrum Equity Management’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
Q2 		– Sell
-3,469
Closed -$511K – 184
2021
Q1 		$511K Buy
3,469
+49
+1% +$7.9K 0.2% 102
2020
Q4 		$501K Sell
3,420
-41
-1% -$5.25K 0.2% 87
2020
Q3 		$376K Sell
3,461
-5,713
-62% -$578K 0.17% 86
2020
Q2 		$778K Buy
+9,174
New +$645K 0.37% 54

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fulcrum Equity Management's ARKW Position: Q2 2021 in Review

Fulcrum Equity Management sold out of ARK Web x.0 ETF (ARKW) in Q2 2021, closing a stake of 3,469 shares — an estimated $511K sold.

Fulcrum Equity Management first reported a position in ARKW in Q2 2020 and held it in 4 quarters. The position peaked at $778K in Q2 2020. 357 funds tracked by Wall St. Rank hold ARKW as of Q2 2021.

  • Fulcrum Equity Management reported no remaining ARK Web x.0 ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 3,469 ARK Web x.0 ETF shares in Q2 2021, an estimated $511K.
  • Fulcrum Equity Management first reported a position in ARK Web x.0 ETF in Q2 2020 and held it in 4 quarters.
  • Fulcrum Equity Management's ARK Web x.0 ETF position peaked at $778K in Q2 2020.
  • 357 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.