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Harvest Group Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Harvest Group Wealth 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
2023
Q1 		$36.7K Hold
685
– – 0.02% 68
2022
Q4 		$26.4K Hold
685
– – 0.02% 72
2022
Q3 		$31K Sell
685
-483
-41% -$26.1K 0.02% 72
2022
Q2 		$65K Buy
+1,168
New +$72.4K 0.04% 64

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harvest Group Wealth Management's ARKW Position: Q1 2023 in Review

Harvest Group Wealth Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q1 2023 at 685 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #68.

Harvest Group Wealth Management first reported a position in ARKW in Q2 2022 and has held it in 4 quarters since. The position peaked at $65K in Q2 2022. 213 funds tracked by Wall St. Rank hold ARKW as of Q1 2023.

  • Harvest Group Wealth Management held 685 shares of ARK Next Generation Technology ETF worth $36.7K as of Q1 2023.
  • Harvest Group Wealth Management left its ARK Next Generation Technology ETF share count unchanged in Q1 2023.
  • ARK Next Generation Technology ETF made up 0.02% of Harvest Group Wealth Management's portfolio in Q1 2023, its #68 holding.
  • Harvest Group Wealth Management first reported a position in ARK Next Generation Technology ETF in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's ARK Next Generation Technology ETF position peaked at $65K in Q2 2022.
  • 213 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.