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Mid Atlantic Financial Management’s ARK Web x.0 ETF ARKW Stock Holding History

Mid Atlantic Financial 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 		$782K Sell
5,634
-1,292
-19% -$191K 0.05% 322
2021
Q2 		$1.07M Sell
6,926
-1,160
-14% -$166K 0.07% 235
2021
Q1 		$1.19M Buy
8,086
+2,437
+43% +$393K 0.09% 201
2020
Q4 		$827K Buy
+5,649
New +$723K 0.06% 270

Other funds holding ARKW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $871B AUM 31.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Mid Atlantic Financial Management's ARKW Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its ARK Web x.0 ETF (ARKW) stake by 19% in Q3 2021, selling an estimated $191K and leaving 5,634 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #322.

Mid Atlantic Financial Management first reported a position in ARKW in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2021. 343 funds tracked by Wall St. Rank hold ARKW as of Q3 2021.

  • Mid Atlantic Financial Management held 5,634 shares of ARK Web x.0 ETF worth $782K as of Q3 2021.
  • Mid Atlantic Financial Management sold 1,292 ARK Web x.0 ETF shares in Q3 2021, an estimated $191K.
  • ARK Web x.0 ETF made up 0.05% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #322 holding.
  • Mid Atlantic Financial Management first reported a position in ARK Web x.0 ETF in Q4 2020 and has held it in 4 quarters since.
  • Mid Atlantic Financial Management's ARK Web x.0 ETF position peaked at $1.19M in Q1 2021.
  • 343 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.