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Harfst & Associates’s ARK Next Generation Technology ETF ARKW Stock Holding History

Harfst & Associates’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
-1,630
Closed -$226K – 124
2021
Q3 		$226K Buy
1,630
+15
+0.9% +$2.22K 0.06% 115
2021
Q2 		$248K Sell
1,615
-422
-21% -$60.5K 0.07% 118
2021
Q1 		$300K Buy
+2,037
New +$329K 0.09% 124

Other funds holding ARKW

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial Services Advisors
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 $672B AUM 33.48% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Harfst & Associates's ARKW Position: Q4 2021 in Review

Harfst & Associates sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2021, closing a stake of 1,630 shares — an estimated $226K sold.

Harfst & Associates first reported a position in ARKW in Q1 2021 and held it in 3 quarters. The position peaked at $300K in Q1 2021. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

  • Harfst & Associates reported no remaining ARK Next Generation Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Harfst & Associates sold 1,630 ARK Next Generation Technology ETF shares in Q4 2021, an estimated $226K.
  • Harfst & Associates first reported a position in ARK Next Generation Technology ETF in Q1 2021 and held it in 3 quarters.
  • Harfst & Associates's ARK Next Generation Technology ETF position peaked at $300K in Q1 2021.
  • 337 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2021.

Based on Harfst & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.