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Tidemark’s ARK Next Generation Technology ETF ARKW Stock Holding History

Tidemark’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
Q2 		– Sell
-126
Closed -$10.5K – 625
2024
Q1 		$10.5K Sell
126
-20
-14% -$1.52K 0.01% 437
2023
Q4 		$11.1K Buy
+146
New +$9.09K 0.01% 411

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tidemark's ARKW Position: Q2 2024 in Review

Tidemark sold out of ARK Next Generation Technology ETF (ARKW) in Q2 2024, closing a stake of 126 shares — an estimated $10.5K sold.

Tidemark first reported a position in ARKW in Q4 2023 and held it in 2 quarters. The position peaked at $11.1K in Q4 2023. 219 funds tracked by Wall St. Rank hold ARKW as of Q2 2024.

  • Tidemark reported no remaining ARK Next Generation Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 126 ARK Next Generation Technology ETF shares in Q2 2024, an estimated $10.5K.
  • Tidemark first reported a position in ARK Next Generation Technology ETF in Q4 2023 and held it in 2 quarters.
  • Tidemark's ARK Next Generation Technology ETF position peaked at $11.1K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.