TWM
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Tradition Wealth Management’s BARK BARK Stock Holding History

Tradition Wealth Management’s Portfolio BARK Stock Details BARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-21
Closed -$3K – 1178
2021
Q3 		$3K Hold
21
– – ﹤0.01% 1109
2021
Q2 		$5K Buy
+21
New +$4.53K ﹤0.01% 1058

Other funds holding BARK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACMV
August Capital Management VII Palo Alto, California $265M AUM 26.86% 1-Year Est. Return
FCC
Founders Circle Capital Campbell, California $79.5M AUM 72.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Tradition Wealth Management sold out of BARK (BARK) in Q4 2021, closing a stake of 21 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in BARK in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 95 funds tracked by Wall St. Rank hold BARK as of Q4 2021.

  • Tradition Wealth Management reported no remaining BARK position as of Q4 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 21 BARK shares in Q4 2021, an estimated $3K.
  • Tradition Wealth Management first reported a position in BARK in Q2 2021 and held it in 2 quarters.
  • Tradition Wealth Management's BARK position peaked at $5K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held BARK as of Q4 2021.

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