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Naples Money Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Naples Money 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
Q3 		$37.7K Sell
443
-55
-11% -$4.35K 0.03% 99
2024
Q2 		$39.5K Hold
498
– – 0.03% 95
2024
Q1 		$41.5K Hold
498
– – 0.04% 93
2023
Q4 		$37.8K Buy
+498
New +$31K 0.04% 98

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Naples Money Management's ARKW Position: Q3 2024 in Review

Naples Money Management reduced its ARK Next Generation Technology ETF (ARKW) stake by 11% in Q3 2024, selling an estimated $4.35K and leaving 443 shares worth $37.7K. The position accounts for 0.03% of the portfolio, ranked #99.

Naples Money Management first reported a position in ARKW in Q4 2023 and has held it in 4 quarters since. The position peaked at $41.5K in Q1 2024. 196 funds tracked by Wall St. Rank hold ARKW as of Q3 2024.

  • Naples Money Management held 443 shares of ARK Next Generation Technology ETF worth $37.7K as of Q3 2024.
  • Naples Money Management sold 55 ARK Next Generation Technology ETF shares in Q3 2024, an estimated $4.35K.
  • ARK Next Generation Technology ETF made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #99 holding.
  • Naples Money Management first reported a position in ARK Next Generation Technology ETF in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's ARK Next Generation Technology ETF position peaked at $41.5K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.