Tradition Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Tradition Wealth Management’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
2021 Q4	–	Sell	-27	Closed	-$4K	–	1176
2021 Q3	$4K	Sell	27 -3	-10%	-$443	﹤0.01%	1062
2021 Q2	$5K	Buy	+30	New	+$4.3K	﹤0.01%	1057
2021 Q1	–	Sell	-189	Closed	-$28K	–	808
2020 Q4	$28K	Buy	+189	New	+$24.2K	0.01%	520

Other funds holding ARKW

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

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

Tradition Wealth Management's ARKW Position: Q4 2021 in Review

Tradition Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q4 2021, closing a stake of 27 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in ARKW in Q4 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 337 funds tracked by Wall St. Rank hold ARKW as of Q4 2021.

Tradition Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q4 2021 after selling out during the quarter.
Tradition Wealth Management sold 27 ARK Next Generation Technology ETF shares in Q4 2021, an estimated $4K.
Tradition Wealth Management first reported a position in ARK Next Generation Technology ETF in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's ARK Next Generation Technology ETF position peaked at $28K in Q4 2020.
337 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.