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

Avondale 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
2024
Q4 		– Sell
-430
Closed -$12.8K – 113
2024
Q3 		$12.8K Hold
430
– – 0.01% 104
2024
Q2 		$12K Hold
430
– – 0.01% 112
2024
Q1 		$13K Hold
430
– – 0.01% 111
2023
Q4 		$11.9K Hold
430
– – 0.01% 110
2023
Q3 		$8.32K Hold
430
– – 0.01% 116
2023
Q2 		$8.99K Hold
430
– – 0.01% 112
2023
Q1 		$8.09K Hold
430
– – 0.01% 116
2022
Q4 		$6.14K Hold
430
– – 0.01% 110
2022
Q3 		$7K Hold
430
– – 0.01% 107
2022
Q2 		$7K Hold
430
– – 0.01% 100
2022
Q1 		$12K Hold
430
– – 0.01% 96
2021
Q4 		$18K Buy
+430
New +$20.7K 0.02% 92

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return

Avondale Wealth Management's ARKF Position: Q4 2024 in Review

Avondale Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2024, closing a stake of 430 shares — an estimated $12.8K sold.

Avondale Wealth Management first reported a position in ARKF in Q4 2021 and held it in 12 quarters. The position peaked at $18K in Q4 2021. 193 funds tracked by Wall St. Rank hold ARKF as of Q4 2024.

  • Avondale Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • Avondale Wealth Management sold 430 ARK Blockchain & Fintech Innovation ETF shares in Q4 2024, an estimated $12.8K.
  • Avondale Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and held it in 12 quarters.
  • Avondale Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $18K in Q4 2021.
  • 193 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2024.

Based on Avondale Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.