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Avantax Planning Partners’s ARK Innovation ETF ARKK Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-100
Closed -$5K – 337
2018
Q3 		$5K Buy
+100
New +$4.71K ﹤0.01% 1072
2018
Q2 		– Sell
-250
Closed -$10K – 318
2018
Q1 		$10K Buy
+250
New +$10.2K ﹤0.01% 1037

Other funds holding ARKK

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Avantax Planning Partners's ARKK Position: Q4 2018 in Review

Avantax Planning Partners sold out of ARK Innovation ETF (ARKK) in Q4 2018, closing a stake of 100 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in ARKK in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 137 funds tracked by Wall St. Rank hold ARKK as of Q4 2018.

  • Avantax Planning Partners reported no remaining ARK Innovation ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 ARK Innovation ETF shares in Q4 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in ARK Innovation ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's ARK Innovation ETF position peaked at $10K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.