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Pacific Capital Wealth Advisors’s ARK Next Generation Technology ETF ARKW Stock Holding History

Pacific Capital Wealth Advisors’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 		– Sell
-10
Closed -$780 – 502
2024
Q2 		$780 Buy
+10
New +$771 ﹤0.01% 460

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Bank of America
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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 $7B AUM 14.85% 1-Year Est. Return
PP
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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

Pacific Capital Wealth Advisors's ARKW Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2024, closing a stake of 10 shares — an estimated $780 sold.

Pacific Capital Wealth Advisors first reported a position in ARKW in Q2 2024 and held it in 1 quarter. The position peaked at $780 in Q2 2024. 197 funds tracked by Wall St. Rank hold ARKW as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining ARK Next Generation Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 10 ARK Next Generation Technology ETF shares in Q3 2024, an estimated $780.
  • Pacific Capital Wealth Advisors first reported a position in ARK Next Generation Technology ETF in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ARK Next Generation Technology ETF position peaked at $780 in Q2 2024.
  • 197 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.