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Tyler-Stone Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Tyler-Stone 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
2022
Q4 		$1K Hold
15
– – ﹤0.01% 780
2022
Q3 		$1K Hold
15
– – ﹤0.01% 778
2022
Q2 		$1K Hold
15
– – ﹤0.01% 790
2022
Q1 		$1K Hold
15
– – ﹤0.01% 767
2021
Q4 		$2K Buy
+15
New +$2.12K ﹤0.01% 780

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tyler-Stone Wealth Management's ARKW Position: Q4 2022 in Review

Tyler-Stone Wealth Management held its ARK Next Generation Technology ETF (ARKW) position steady in Q4 2022 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Tyler-Stone Wealth Management first reported a position in ARKW in Q4 2021 and has held it in 5 quarters since. The position peaked at $2K in Q4 2021. 217 funds tracked by Wall St. Rank hold ARKW as of Q4 2022.

  • Tyler-Stone Wealth Management held 15 shares of ARK Next Generation Technology ETF worth $1K as of Q4 2022.
  • Tyler-Stone Wealth Management left its ARK Next Generation Technology ETF share count unchanged in Q4 2022.
  • ARK Next Generation Technology ETF made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #780 holding.
  • Tyler-Stone Wealth Management first reported a position in ARK Next Generation Technology ETF in Q4 2021 and has held it in 5 quarters since.
  • Tyler-Stone Wealth Management's ARK Next Generation Technology ETF position peaked at $2K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.