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Bel Air Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Bel Air Investment 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
2021
Q2 		$650K Buy
4,974
+1,565
+46% +$182K 0.02% 228
2021
Q1 		$409K Buy
+3,409
New +$461K 0.01% 279

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bel Air Investment Advisors's ARKK Position: Q2 2021 in Review

Bel Air Investment Advisors increased its ARK Innovation ETF (ARKK) stake by 46% in Q2 2021, buying an estimated $182K and bringing the position to 4,974 shares worth $650K. The position accounts for 0.02% of the portfolio, ranked #228.

Bel Air Investment Advisors first reported a position in ARKK in Q1 2021 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold ARKK as of Q2 2021.

  • Bel Air Investment Advisors held 4,974 shares of ARK Innovation ETF worth $650K as of Q2 2021.
  • Bel Air Investment Advisors bought 1,565 ARK Innovation ETF shares in Q2 2021, an estimated $182K.
  • ARK Innovation ETF made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #228 holding.
  • Bel Air Investment Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.