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

MY 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
2024
Q1 		– Sell
-3,371
Closed -$256K – 26
2023
Q4 		$256K Buy
+3,371
New +$210K 0.24% 25
2022
Q2 		– Sell
-2,862
Closed -$250K – 28
2022
Q1 		$250K Buy
+2,862
New +$259K 0.23% 26

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MY Wealth Management's ARKW Position: Q1 2024 in Review

MY Wealth Management sold out of ARK Web x.0 ETF (ARKW) in Q1 2024, closing a stake of 3,371 shares — an estimated $256K sold.

MY Wealth Management first reported a position in ARKW in Q1 2022 and held it in 2 quarters. The position peaked at $256K in Q4 2023. 222 funds tracked by Wall St. Rank hold ARKW as of Q1 2024.

  • MY Wealth Management reported no remaining ARK Web x.0 ETF position as of Q1 2024 after selling out during the quarter.
  • MY Wealth Management sold 3,371 ARK Web x.0 ETF shares in Q1 2024, an estimated $256K.
  • MY Wealth Management first reported a position in ARK Web x.0 ETF in Q1 2022 and held it in 2 quarters.
  • MY Wealth Management's ARK Web x.0 ETF position peaked at $256K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2024.

Based on MY Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.