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TFO Wealth Partners’s ARK Next Generation Technology ETF ARKW Stock Holding History

TFO Wealth Partners’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
2020
Q3 		– Sell
-100
Closed -$8K – 155
2020
Q2 		$8K Buy
+100
New +$7.03K ﹤0.01% 99

Other funds holding ARKW

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

TFO Wealth Partners's ARKW Position: Q3 2020 in Review

TFO Wealth Partners sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2020, closing a stake of 100 shares — an estimated $8K sold.

TFO Wealth Partners first reported a position in ARKW in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 196 funds tracked by Wall St. Rank hold ARKW as of Q3 2020.

  • TFO Wealth Partners reported no remaining ARK Next Generation Technology ETF position as of Q3 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 100 ARK Next Generation Technology ETF shares in Q3 2020, an estimated $8K.
  • TFO Wealth Partners first reported a position in ARK Next Generation Technology ETF in Q2 2020 and held it in 1 quarter.
  • TFO Wealth Partners's ARK Next Generation Technology ETF position peaked at $8K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.