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Migdal Insurance & Financial Holdings’s ARK Next Generation Technology ETF ARKW Stock Holding History

Migdal Insurance & Financial Holdings’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
2023
Q2 		– Sell
-120
Closed -$6K – 499
2023
Q1 		$6K Hold
120
– – ﹤0.01% 474
2022
Q4 		$5K Hold
120
– – ﹤0.01% 479
2022
Q3 		$5K Hold
120
– – ﹤0.01% 470
2022
Q2 		$6K Hold
120
– – ﹤0.01% 546
2022
Q1 		$10K Hold
120
– – ﹤0.01% 543
2021
Q4 		$14K Hold
120
– – ﹤0.01% 574
2021
Q3 		$17K Sell
120
-151
-56% -$22.3K ﹤0.01% 566
2021
Q2 		$42K Sell
271
-240
-47% -$34.4K ﹤0.01% 482
2021
Q1 		$75K Sell
511
-137
-21% -$22.1K ﹤0.01% 501
2020
Q4 		$95K Sell
648
-100
-13% -$12.8K ﹤0.01% 400
2020
Q3 		$81K Hold
748
– – ﹤0.01% 498
2020
Q2 		$63K Sell
748
-290
-28% -$20.4K ﹤0.01% 490
2020
Q1 		$55K Sell
1,038
-44,896
-98% -$2.73M ﹤0.01% 468
2019
Q4 		$2.65M Buy
45,934
+1,938
+4% +$103K 0.05% 124
2019
Q3 		$2.14M Buy
43,996
+1,584
+4% +$81K 0.04% 141
2019
Q2 		$2.21M Buy
42,412
+2,542
+6% +$131K 0.06% 132
2019
Q1 		$2.07M Buy
39,870
+535
+1% +$26.5K 0.05% 137
2018
Q4 		$1.67M Buy
+39,335
New +$2.03M 0.04% 143

Other funds holding ARKW

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ARKW Position: Q2 2023 in Review

Migdal Insurance & Financial Holdings sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2023, closing a stake of 120 shares — an estimated $6K sold.

Migdal Insurance & Financial Holdings first reported a position in ARKW in Q4 2018 and held it in 18 quarters. The position peaked at $2.65M in Q4 2019. 209 funds tracked by Wall St. Rank hold ARKW as of Q2 2023.

  • Migdal Insurance & Financial Holdings reported no remaining ARK Next Generation Technology ETF position as of Q2 2023 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 120 ARK Next Generation Technology ETF shares in Q2 2023, an estimated $6K.
  • Migdal Insurance & Financial Holdings first reported a position in ARK Next Generation Technology ETF in Q4 2018 and held it in 18 quarters.
  • Migdal Insurance & Financial Holdings's ARK Next Generation Technology ETF position peaked at $2.65M in Q4 2019.
  • 209 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2023, filed 24 Jul 2023.