NWWA
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New Wave Wealth Advisors’s BARK BARK Stock Holding History

New Wave Wealth Advisors’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-89
Closed -$3.27K – 181
2024
Q4 		$3.27K Buy
+89
New +$3.12K ﹤0.01% 492

Other funds holding BARK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCR
Potrero Capital Research San Francisco, California $163M AUM 79.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Wave Wealth Advisors's BARK Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of BARK (BARK) in Q1 2025, closing a stake of 89 shares — an estimated $3.27K sold.

New Wave Wealth Advisors first reported a position in BARK in Q4 2024 and held it in 1 quarter. The position peaked at $3.27K in Q4 2024. 115 funds tracked by Wall St. Rank hold BARK as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining BARK position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 89 BARK shares in Q1 2025, an estimated $3.27K.
  • New Wave Wealth Advisors first reported a position in BARK in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's BARK position peaked at $3.27K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held BARK as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.