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Berman Capital Advisors’s ARK Innovation ETF ARKK Stock Holding History

Berman Capital 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 		– Sell
-45
Closed -$5K – 1886
2021
Q1 		$5K Buy
+45
New +$6.09K ﹤0.01% 1251

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Goldman Sachs
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RJFSA
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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 $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Berman Capital Advisors's ARKK Position: Q2 2021 in Review

Berman Capital Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2021, closing a stake of 45 shares — an estimated $5K sold.

Berman Capital Advisors first reported a position in ARKK in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 833 funds tracked by Wall St. Rank hold ARKK as of Q2 2021.

  • Berman Capital Advisors reported no remaining ARK Innovation ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 45 ARK Innovation ETF shares in Q2 2021, an estimated $5K.
  • Berman Capital Advisors first reported a position in ARK Innovation ETF in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's ARK Innovation ETF position peaked at $5K in Q1 2021.
  • 833 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.