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Avior Wealth Management’s ARK 21Shares Bitcoin ETF ARKB Stock Holding History

Avior Wealth Management’s Portfolio ARKB Stock Details ARKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,831
Closed -$145K – 2469
2024
Q3 		$145K Sell
6,831
-2,100
-24% -$42.7K 0.01% 782
2024
Q2 		$179K Hold
8,931
– – 0.01% 699
2024
Q1 		$211K Buy
+8,931
New +$163K 0.01% 693

Other funds holding ARKB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
GGI
Galaxy Group Investments New York $843M AUM 47.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Avior Wealth Management's ARKB Position: Q4 2024 in Review

Avior Wealth Management sold out of ARK 21Shares Bitcoin ETF (ARKB) in Q4 2024, closing a stake of 6,831 shares — an estimated $145K sold.

Avior Wealth Management first reported a position in ARKB in Q1 2024 and held it in 3 quarters. The position peaked at $211K in Q1 2024. 143 funds tracked by Wall St. Rank hold ARKB as of Q4 2024.

  • Avior Wealth Management reported no remaining ARK 21Shares Bitcoin ETF position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6,831 ARK 21Shares Bitcoin ETF shares in Q4 2024, an estimated $145K.
  • Avior Wealth Management first reported a position in ARK 21Shares Bitcoin ETF in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's ARK 21Shares Bitcoin ETF position peaked at $211K in Q1 2024.
  • 143 funds tracked by Wall St. Rank held ARK 21Shares Bitcoin ETF as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.