GKWIM
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Gerber Kawasaki Wealth & Investment Management’s ARK Web x.0 ETF ARKW Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-1,468
Closed -$203K – 332
2021
Q3 		$203K Sell
1,468
-107
-7% -$15.8K 0.03% 176
2021
Q2 		$242K Buy
+1,575
New +$226K 0.02% 218

Other funds holding ARKW

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ARKW Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ARK Web x.0 ETF (ARKW) in Q4 2021, closing a stake of 1,468 shares — an estimated $203K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ARKW in Q2 2021 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ARK Web x.0 ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1,468 ARK Web x.0 ETF shares in Q4 2021, an estimated $203K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ARK Web x.0 ETF in Q2 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's ARK Web x.0 ETF position peaked at $242K in Q2 2021.
  • 337 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.