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Guardian Wealth Advisors (North Carolina)’s ARK Web x.0 ETF ARKW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q4 		– Sell
-158
Closed -$7K – 380
2022
Q3 		$7K Hold
158
– – ﹤0.01% 297
2022
Q2 		$8K Buy
+158
New +$9.8K ﹤0.01% 296

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ARKW Position: Q4 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of ARK Web x.0 ETF (ARKW) in Q4 2022, closing a stake of 158 shares — an estimated $7K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ARKW in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 217 funds tracked by Wall St. Rank hold ARKW as of Q4 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining ARK Web x.0 ETF position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 158 ARK Web x.0 ETF shares in Q4 2022, an estimated $7K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ARK Web x.0 ETF in Q2 2022 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s ARK Web x.0 ETF position peaked at $8K in Q2 2022.
  • 217 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.