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Atlas Capital Advisors’s ARK Innovation ETF ARKK Stock Holding History

Atlas Capital Advisors’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
2022
Q4 		– Sell
-8
Closed -$301 – 900
2022
Q3 		$301 Buy
+8
New +$356 ﹤0.01% 893

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Capital Advisors's ARKK Position: Q4 2022 in Review

Atlas Capital Advisors sold out of ARK Innovation ETF (ARKK) in Q4 2022, closing a stake of 8 shares — an estimated $301 sold.

Atlas Capital Advisors first reported a position in ARKK in Q3 2022 and held it in 1 quarter. The position peaked at $301 in Q3 2022. 595 funds tracked by Wall St. Rank hold ARKK as of Q4 2022.

  • Atlas Capital Advisors reported no remaining ARK Innovation ETF position as of Q4 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 8 ARK Innovation ETF shares in Q4 2022, an estimated $301.
  • Atlas Capital Advisors first reported a position in ARK Innovation ETF in Q3 2022 and held it in 1 quarter.
  • Atlas Capital Advisors's ARK Innovation ETF position peaked at $301 in Q3 2022.
  • 595 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2022.

Based on Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.