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Berry Group’s ARK Innovation ETF ARKK Stock Holding History

Berry 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
2020
Q4 		$1.27M Buy
10,189
+2,489
+32% +$270K 0.57% 38
2020
Q3 		$708K Buy
7,700
+2,850
+59% +$244K 0.38% 54
2020
Q2 		$346K Buy
+4,850
New +$284K 0.21% 77

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Berry Group's ARKK Position: Q4 2020 in Review

Berry Group increased its ARK Innovation ETF (ARKK) stake by 32% in Q4 2020, buying an estimated $270K and bringing the position to 10,189 shares worth $1.27M. The position accounts for 0.57% of the portfolio, ranked #38.

Berry Group first reported a position in ARKK in Q2 2020 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold ARKK as of Q4 2020.

  • Berry Group held 10,189 shares of ARK Innovation ETF worth $1.27M as of Q4 2020.
  • Berry Group bought 2,489 ARK Innovation ETF shares in Q4 2020, an estimated $270K.
  • ARK Innovation ETF made up 0.57% of Berry Group's portfolio in Q4 2020, its #38 holding.
  • Berry Group first reported a position in ARK Innovation ETF in Q2 2020 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.