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

Liberty 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
2021 Q4	–	Sell	-394	Closed	-$55K	–	226
2021 Q3	$55K	Sell	394 -55	-12%	-$8.13K	0.02%	401
2021 Q2	$63K	Sell	449 -20	-4%	-$2.87K	0.02%	279
2021 Q1	$77K	Hold	469	–	–	0.04%	215
2020 Q4	$77K	Buy	469 +345	+278%	+$44.2K	0.04%	213
2020 Q3	$13K	Buy	+124	New	+$12.5K	0.01%	471

Other funds holding ARKW

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Liberty Wealth Management's ARKW Position: Q4 2021 in Review

Liberty Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2021, closing a stake of 394 shares — an estimated $55K sold.

Liberty Wealth Management first reported a position in ARKW in Q3 2020 and held it in 5 quarters. The position peaked at $77K in Q1 2021. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

Liberty Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 394 ARK Next Generation Technology ETF shares in Q4 2021, an estimated $55K.
Liberty Wealth Management first reported a position in ARK Next Generation Technology ETF in Q3 2020 and held it in 5 quarters.
Liberty Wealth Management's ARK Next Generation Technology ETF position peaked at $77K in Q1 2021.
337 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.