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

BerganKDV 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
2021
Q1 		– Sell
-500
Closed -$25K – 931
2020
Q4 		$25K Hold
500
– – ﹤0.01% 434
2020
Q3 		$20K Buy
+500
New +$18.6K ﹤0.01% 426

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Susquehanna International Group
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HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 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
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BerganKDV Wealth Management's ARKF Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2021, closing a stake of 500 shares — an estimated $25K sold.

BerganKDV Wealth Management first reported a position in ARKF in Q3 2020 and held it in 2 quarters. The position peaked at $25K in Q4 2020. 324 funds tracked by Wall St. Rank hold ARKF as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 500 ARK Blockchain & Fintech Innovation ETF shares in Q1 2021, an estimated $25K.
  • BerganKDV Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $25K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.