Heritage Wealth Advisors
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Heritage Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Heritage Wealth Advisors’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
2024
Q1 		– Sell
-1
Closed -$49 – 547
2023
Q4 		$49 Buy
+1
New +$62 ﹤0.01% 547

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Bank of America
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Prudential plc
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

Heritage Wealth Advisors's ARKW Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q1 2024, closing a stake of 1 share — an estimated $49 sold.

Heritage Wealth Advisors first reported a position in ARKW in Q4 2023 and held it in 1 quarter. The position peaked at $49 in Q4 2023. 222 funds tracked by Wall St. Rank hold ARKW as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining ARK Next Generation Technology ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1 ARK Next Generation Technology ETF share in Q1 2024, an estimated $49.
  • Heritage Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's ARK Next Generation Technology ETF position peaked at $49 in Q4 2023.
  • 222 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.