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Walled Lake Planning & Wealth Management’s ARK Next Generation Technology ETF ARKW Stock Holding History

Walled Lake Planning & 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
Q3 		– Sell
-5
Closed -$1K – 326
2021
Q2 		$1K Hold
5
– – ﹤0.01% 301
2021
Q1 		$1K Buy
+5
New +$807 ﹤0.01% 296

Other funds holding ARKW

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ARKW Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of ARK Next Generation Technology ETF (ARKW) in Q3 2021, closing a stake of 5 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in ARKW in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 343 funds tracked by Wall St. Rank hold ARKW as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ARK Next Generation Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 5 ARK Next Generation Technology ETF shares in Q3 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in ARK Next Generation Technology ETF in Q1 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's ARK Next Generation Technology ETF position peaked at $1K in Q2 2021.
  • 343 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.