Axiom Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Axiom Investment Management’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	-40	Closed	-$2K	–	107
2022 Q3	$2K	Buy	+40	New	+$1.78K	﹤0.01%	328
2022 Q1	–	Sell	-540	Closed	-$51K	–	93
2021 Q4	$51K	Hold	540	–	–	0.05%	124
2021 Q3	$59K	Sell	540 -200	-27%	-$24.1K	0.06%	124
2021 Q2	$96K	Buy	740 +200	+37%	+$23.3K	0.07%	133
2021 Q1	$65K	Sell	540 -3,180	-85%	-$430K	0.05%	150
2020 Q4	$543	Buy	3,720 +2,900	+354%	+$314K	0.49%	49
2020 Q3	$76K	Sell	820 -3,900	-83%	-$334K	0.09%	116
2020 Q2	$334K	Buy	+4,720	New	+$276K	0.44%	60

Other funds holding ARKK

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Axiom Investment Management's ARKK Position: Q4 2022 in Review

Axiom Investment Management sold out of ARK Innovation ETF (ARKK) in Q4 2022, closing a stake of 40 shares — an estimated $2K sold.

Axiom Investment Management first reported a position in ARKK in Q2 2020 and held it in 8 quarters. The position peaked at $334K in Q2 2020. 595 funds tracked by Wall St. Rank hold ARKK as of Q4 2022.

Axiom Investment Management reported no remaining ARK Innovation ETF position as of Q4 2022 after selling out during the quarter.
Axiom Investment Management sold 40 ARK Innovation ETF shares in Q4 2022, an estimated $2K.
Axiom Investment Management first reported a position in ARK Innovation ETF in Q2 2020 and held it in 8 quarters.
Axiom Investment Management's ARK Innovation ETF position peaked at $334K in Q2 2020.
595 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.