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Baltimore-Washington Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Baltimore-Washington Financial 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
2023
Q2 		– Sell
-2
Closed -$81 – 140
2023
Q1 		$81 Buy
+2
New +$77 ﹤0.01% 142

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Baltimore-Washington Financial Advisors's ARKK Position: Q2 2023 in Review

Baltimore-Washington Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2023, closing a stake of 2 shares — an estimated $81 sold.

Baltimore-Washington Financial Advisors first reported a position in ARKK in Q1 2023 and held it in 1 quarter. The position peaked at $81 in Q1 2023. 599 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

  • Baltimore-Washington Financial Advisors reported no remaining ARK Innovation ETF position as of Q2 2023 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2 ARK Innovation ETF shares in Q2 2023, an estimated $81.
  • Baltimore-Washington Financial Advisors first reported a position in ARK Innovation ETF in Q1 2023 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's ARK Innovation ETF position peaked at $81 in Q1 2023.
  • 599 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.