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Kavar Capital Partners Group’s ARK Web x.0 ETF ARKW Stock Holding History

Kavar Capital Partners Group’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
2019
Q3 		– Sell
-85
Closed -$4K – 156
2019
Q2 		$4K Buy
+85
New +$4.38K ﹤0.01% 436
2018
Q3 		– Sell
-285
Closed -$16K – 116
2018
Q2 		$16K Hold
285
– – 0.01% 277
2018
Q1 		$14K Buy
+285
New +$14.5K 0.01% 287

Other funds holding ARKW

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kavar Capital Partners Group's ARKW Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of ARK Web x.0 ETF (ARKW) in Q3 2019, closing a stake of 85 shares — an estimated $4K sold.

Kavar Capital Partners Group first reported a position in ARKW in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 75 funds tracked by Wall St. Rank hold ARKW as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining ARK Web x.0 ETF position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 85 ARK Web x.0 ETF shares in Q3 2019, an estimated $4K.
  • Kavar Capital Partners Group first reported a position in ARK Web x.0 ETF in Q1 2018 and held it in 3 quarters.
  • Kavar Capital Partners Group's ARK Web x.0 ETF position peaked at $16K in Q2 2018.
  • 75 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.