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Steward Financial Group’s ARK Web x.0 ETF ARKW Stock Holding History

Steward Financial Group’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
2023
Q1 		– Sell
-153
Closed -$5K – 718
2022
Q4 		$5K Buy
+153
New +$6.69K ﹤0.01% 188
2022
Q3 		– Sell
-153
Closed -$7K – 140
2022
Q2 		$7K Hold
153
– – 0.01% 283
2022
Q1 		$13K Hold
153
– – 0.01% 187
2021
Q4 		$18K Buy
+153
New +$21.6K 0.02% 126

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Steward Financial Group's ARKW Position: Q1 2023 in Review

Steward Financial Group sold out of ARK Web x.0 ETF (ARKW) in Q1 2023, closing a stake of 153 shares — an estimated $5K sold.

Steward Financial Group first reported a position in ARKW in Q4 2021 and held it in 4 quarters. The position peaked at $18K in Q4 2021. 213 funds tracked by Wall St. Rank hold ARKW as of Q1 2023.

  • Steward Financial Group reported no remaining ARK Web x.0 ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 153 ARK Web x.0 ETF shares in Q1 2023, an estimated $5K.
  • Steward Financial Group first reported a position in ARK Web x.0 ETF in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's ARK Web x.0 ETF position peaked at $18K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.