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Meridian Wealth Management’s ARK Web x.0 ETF ARKW Stock Holding History

Meridian 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
Q3 		– Sell
-4,629
Closed -$713K – 392
2021
Q2 		$713K Sell
4,629
-2,563
-36% -$368K 0.09% 182
2021
Q1 		$1.06M Sell
7,192
-6,107
-46% -$985K 0.15% 129
2020
Q4 		$1.95M Buy
13,299
+1,804
+16% +$231K 0.31% 68
2020
Q3 		$1.25M Buy
+11,495
New +$1.16M 0.31% 70

Other funds holding ARKW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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
Commonwealth Equity Services
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Meridian Wealth Management's ARKW Position: Q3 2021 in Review

Meridian Wealth Management sold out of ARK Web x.0 ETF (ARKW) in Q3 2021, closing a stake of 4,629 shares — an estimated $713K sold.

Meridian Wealth Management first reported a position in ARKW in Q3 2020 and held it in 4 quarters. The position peaked at $1.95M in Q4 2020. 343 funds tracked by Wall St. Rank hold ARKW as of Q3 2021.

  • Meridian Wealth Management reported no remaining ARK Web x.0 ETF position as of Q3 2021 after selling out during the quarter.
  • Meridian Wealth Management sold 4,629 ARK Web x.0 ETF shares in Q3 2021, an estimated $713K.
  • Meridian Wealth Management first reported a position in ARK Web x.0 ETF in Q3 2020 and held it in 4 quarters.
  • Meridian Wealth Management's ARK Web x.0 ETF position peaked at $1.95M in Q4 2020.
  • 343 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2021.

Based on Meridian Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.