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Northeast Financial Consultants’s ARK Web x.0 ETF ARKW Stock Holding History

Northeast Financial Consultants’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
2021
Q2 		– Sell
-3,123
Closed -$462K – 349
2021
Q1 		$462K Buy
3,123
+453
+17% +$73.1K 0.04% 218
2020
Q4 		$391K Buy
2,670
+437
+20% +$56K 0.03% 225
2020
Q3 		$243K Sell
2,233
-702
-24% -$71K 0.02% 258
2020
Q2 		$249K Buy
+2,935
New +$206K 0.02% 242

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northeast Financial Consultants's ARKW Position: Q2 2021 in Review

Northeast Financial Consultants sold out of ARK Web x.0 ETF (ARKW) in Q2 2021, closing a stake of 3,123 shares — an estimated $462K sold.

Northeast Financial Consultants first reported a position in ARKW in Q2 2020 and held it in 4 quarters. The position peaked at $462K in Q1 2021. 357 funds tracked by Wall St. Rank hold ARKW as of Q2 2021.

  • Northeast Financial Consultants reported no remaining ARK Web x.0 ETF position as of Q2 2021 after selling out during the quarter.
  • Northeast Financial Consultants sold 3,123 ARK Web x.0 ETF shares in Q2 2021, an estimated $462K.
  • Northeast Financial Consultants first reported a position in ARK Web x.0 ETF in Q2 2020 and held it in 4 quarters.
  • Northeast Financial Consultants's ARK Web x.0 ETF position peaked at $462K in Q1 2021.
  • 357 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2021.

Based on Northeast Financial Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.