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My Personal CFO LLC’s ARK Web x.0 ETF ARKW Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-45
Closed -$1.74K – 121
2022
Q4 		$1.74K Buy
+45
New +$1.97K ﹤0.01% 539

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

My Personal CFO LLC's ARKW Position: Q1 2023 in Review

My Personal CFO LLC sold out of ARK Web x.0 ETF (ARKW) in Q1 2023, closing a stake of 45 shares — an estimated $1.74K sold.

My Personal CFO LLC first reported a position in ARKW in Q4 2022 and held it in 1 quarter. The position peaked at $1.74K in Q4 2022. 213 funds tracked by Wall St. Rank hold ARKW as of Q1 2023.

  • My Personal CFO LLC reported no remaining ARK Web x.0 ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 45 ARK Web x.0 ETF shares in Q1 2023, an estimated $1.74K.
  • My Personal CFO LLC first reported a position in ARK Web x.0 ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's ARK Web x.0 ETF position peaked at $1.74K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.