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Aevitas Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Aevitas Wealth Management’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-20,625
Closed -$1.02M – 123
2021
Q3 		$1.02M Sell
20,625
-800
-4% -$41.8K 0.65% 44
2021
Q2 		$1.16M Buy
21,425
+925
+5% +$47.3K 0.74% 38
2021
Q1 		$1.05M Buy
+20,500
New +$1.12M 0.73% 40

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LPL Financial
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Aevitas Wealth Management's ARKF Position: Q4 2021 in Review

Aevitas Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2021, closing a stake of 20,625 shares — an estimated $1.02M sold.

Aevitas Wealth Management first reported a position in ARKF in Q1 2021 and held it in 3 quarters. The position peaked at $1.16M in Q2 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

  • Aevitas Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Aevitas Wealth Management sold 20,625 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $1.02M.
  • Aevitas Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 3 quarters.
  • Aevitas Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $1.16M in Q2 2021.
  • 295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Aevitas Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.