Sargent Bickham Lagudis’s ARK Next Generation Technology ETF ARKW Stock Holding History

Sargent Bickham Lagudis’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
2022 Q3	–	Sell	-50	Closed	-$2K	–	983
2022 Q2	$2K	Buy	+50	New	+$3.1K	﹤0.01%	899
2021 Q2	–	Sell	-101	Closed	-$15K	–	926
2021 Q1	$15K	Buy	101 +7	+7%	+$1.13K	﹤0.01%	627
2020 Q4	$14K	Hold	94	–	–	﹤0.01%	604
2020 Q3	$10K	Buy	94 +31	+49%	+$3.14K	﹤0.01%	589
2020 Q2	$5K	Buy	+63	New	+$4.43K	﹤0.01%	639
2018 Q4	–	Sell	-91	Closed	-$5K	–	750
2018 Q3	$5K	Hold	91	–	–	﹤0.01%	681
2018 Q2	$5K	Sell	91 -90	-50%	-$4.78K	﹤0.01%	660
2018 Q1	$9K	Buy	+181	New	+$9.18K	﹤0.01%	591

Other funds holding ARKW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Sargent Bickham Lagudis's ARKW Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2022, closing a stake of 50 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in ARKW in Q1 2018 and held it in 8 quarters. The position peaked at $15K in Q1 2021. 216 funds tracked by Wall St. Rank hold ARKW as of Q3 2022.

Sargent Bickham Lagudis reported no remaining ARK Next Generation Technology ETF position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 50 ARK Next Generation Technology ETF shares in Q3 2022, an estimated $2K.
Sargent Bickham Lagudis first reported a position in ARK Next Generation Technology ETF in Q1 2018 and held it in 8 quarters.
Sargent Bickham Lagudis's ARK Next Generation Technology ETF position peaked at $15K in Q1 2021.
216 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.