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West Oak Capital’s ARK Web x.0 ETF ARKW Stock Holding History

West Oak Capital’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
Q1 		– Sell
-250
Closed -$30K – 362
2021
Q4 		$30K Hold
250
– – 0.01% 208
2021
Q3 		$35K Hold
250
– – 0.01% 202
2021
Q2 		$39K Sell
250
-25
-9% -$3.58K 0.02% 197
2021
Q1 		$41K Buy
275
+75
+38% +$12.1K 0.02% 188
2020
Q4 		$29K Buy
200
+100
+100% +$12.8K 0.01% 201
2020
Q3 		$11K Hold
100
– – 0.01% 228
2020
Q2 		$8K Buy
+100
New +$7.03K ﹤0.01% 244

Other funds holding ARKW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

West Oak Capital's ARKW Position: Q1 2022 in Review

West Oak Capital sold out of ARK Web x.0 ETF (ARKW) in Q1 2022, closing a stake of 250 shares — an estimated $30K sold.

West Oak Capital first reported a position in ARKW in Q2 2020 and held it in 7 quarters. The position peaked at $41K in Q1 2021. 285 funds tracked by Wall St. Rank hold ARKW as of Q1 2022.

  • West Oak Capital reported no remaining ARK Web x.0 ETF position as of Q1 2022 after selling out during the quarter.
  • West Oak Capital sold 250 ARK Web x.0 ETF shares in Q1 2022, an estimated $30K.
  • West Oak Capital first reported a position in ARK Web x.0 ETF in Q2 2020 and held it in 7 quarters.
  • West Oak Capital's ARK Web x.0 ETF position peaked at $41K in Q1 2021.
  • 285 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2022.

Based on West Oak Capital's 13F filing for Q1 2022, filed 20 Apr 2022.