Aldebaran Financial’s ARK Innovation ETF ARKK Stock Holding History

Aldebaran Financial’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,902	Closed	-$210K	–	91
2021 Q3	$210K	Hold	1,902	–	–	0.17%	83
2021 Q2	$245K	Hold	1,902	–	–	0.2%	75
2021 Q1	$228K	Buy	+1,902	New	+$257K	0.2%	79

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aldebaran Financial's ARKK Position: Q4 2021 in Review

Aldebaran Financial sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 1,902 shares — an estimated $210K sold.

Aldebaran Financial first reported a position in ARKK in Q1 2021 and held it in 3 quarters. The position peaked at $245K in Q2 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

Aldebaran Financial reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
Aldebaran Financial sold 1,902 ARK Innovation ETF shares in Q4 2021, an estimated $210K.
Aldebaran Financial first reported a position in ARK Innovation ETF in Q1 2021 and held it in 3 quarters.
Aldebaran Financial's ARK Innovation ETF position peaked at $245K in Q2 2021.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Aldebaran Financial's 13F filing for Q4 2021, filed 16 Feb 2022.