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BOK Financial Private Wealth’s ARK Innovation ETF ARKK Stock Holding History

BOK Financial Private Wealth’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
2023
Q4 		– Sell
-880
Closed -$34.9K – 513
2023
Q3 		$34.9K Buy
+880
New +$38.8K ﹤0.01% 257

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Two Sigma Advisers
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LPL Financial
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Goldman Sachs
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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BOK Financial Private Wealth's ARKK Position: Q4 2023 in Review

BOK Financial Private Wealth sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 880 shares — an estimated $34.9K sold.

BOK Financial Private Wealth first reported a position in ARKK in Q3 2023 and held it in 1 quarter. The position peaked at $34.9K in Q3 2023. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

  • BOK Financial Private Wealth reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
  • BOK Financial Private Wealth sold 880 ARK Innovation ETF shares in Q4 2023, an estimated $34.9K.
  • BOK Financial Private Wealth first reported a position in ARK Innovation ETF in Q3 2023 and held it in 1 quarter.
  • BOK Financial Private Wealth's ARK Innovation ETF position peaked at $34.9K in Q3 2023.
  • 670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on BOK Financial Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.