WEC
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Winslow Evans & Crocker’s ARK Web x.0 ETF ARKW Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$318K Buy
2,175
+600
+38% +$76.8K 0.06% 257
2020
Q3 		$171K Buy
1,575
+1,075
+215% +$109K 0.04% 288
2020
Q2 		$42K Buy
+500
New +$35.1K 0.01% 486

Other funds holding ARKW

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Winslow Evans & Crocker's ARKW Position: Q4 2020 in Review

Winslow Evans & Crocker increased its ARK Web x.0 ETF (ARKW) stake by 38% in Q4 2020, buying an estimated $76.8K and bringing the position to 2,175 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #257.

Winslow Evans & Crocker first reported a position in ARKW in Q2 2020 and has held it in 3 quarters since. 315 funds tracked by Wall St. Rank hold ARKW as of Q4 2020.

  • Winslow Evans & Crocker held 2,175 shares of ARK Web x.0 ETF worth $318K as of Q4 2020.
  • Winslow Evans & Crocker bought 600 ARK Web x.0 ETF shares in Q4 2020, an estimated $76.8K.
  • ARK Web x.0 ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #257 holding.
  • Winslow Evans & Crocker first reported a position in ARK Web x.0 ETF in Q2 2020 and has held it in 3 quarters since.
  • 315 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.