VF
ARKW icon

VitalStone Financial’s ARK Web x.0 ETF ARKW Stock Holding History

VitalStone Financial’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
-30
Closed -$2K – 502
2024
Q1 		$2K Hold
30
– – ﹤0.01% 392
2023
Q4 		$2K Sell
30
-4
-12% -$249 ﹤0.01% 404
2023
Q3 		$2K Sell
34
-15
-31% -$889 ﹤0.01% 356
2023
Q2 		$3K Buy
49
+19
+63% +$989 ﹤0.01% 755
2023
Q1 		$2K Sell
30
-4
-12% -$195 ﹤0.01% 291
2022
Q4 		$1K Buy
+34
New +$1.49K ﹤0.01% 461

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $17.1B AUM 15.7% 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

VitalStone Financial's ARKW Position: Q2 2024 in Review

VitalStone Financial sold out of ARK Web x.0 ETF (ARKW) in Q2 2024, closing a stake of 30 shares — an estimated $2K sold.

VitalStone Financial first reported a position in ARKW in Q4 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2023. 219 funds tracked by Wall St. Rank hold ARKW as of Q2 2024.

  • VitalStone Financial reported no remaining ARK Web x.0 ETF position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 30 ARK Web x.0 ETF shares in Q2 2024, an estimated $2K.
  • VitalStone Financial first reported a position in ARK Web x.0 ETF in Q4 2022 and held it in 6 quarters.
  • VitalStone Financial's ARK Web x.0 ETF position peaked at $3K in Q2 2023.
  • 219 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.