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Berger Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Berger Financial Group’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
Q1 		– Sell
-3,232
Closed -$306K – 270
2021
Q4 		$306K Buy
3,232
+392
+14% +$42.8K 0.04% 207
2021
Q3 		$314K Buy
+2,840
New +$342K 0.06% 158

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Berger Financial Group's ARKK Position: Q1 2022 in Review

Berger Financial Group sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 3,232 shares — an estimated $306K sold.

Berger Financial Group first reported a position in ARKK in Q3 2021 and held it in 2 quarters. The position peaked at $314K in Q3 2021. 744 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

  • Berger Financial Group reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Berger Financial Group sold 3,232 ARK Innovation ETF shares in Q1 2022, an estimated $306K.
  • Berger Financial Group first reported a position in ARK Innovation ETF in Q3 2021 and held it in 2 quarters.
  • Berger Financial Group's ARK Innovation ETF position peaked at $314K in Q3 2021.
  • 744 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Berger Financial Group's 13F filing for Q1 2022, filed 10 May 2022.