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Capstone Triton Financial Group’s ARK Innovation ETF ARKK Stock Holding History

Capstone Triton 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
2021
Q1 		– Sell
-226
Closed -$28K – 133
2020
Q4 		$28K Buy
+226
New +$24.5K 0.02% 244

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Royal Bank of Canada
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RJFSA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capstone Triton Financial Group's ARKK Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of ARK Innovation ETF (ARKK) in Q1 2021, closing a stake of 226 shares — an estimated $28K sold.

Capstone Triton Financial Group first reported a position in ARKK in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 791 funds tracked by Wall St. Rank hold ARKK as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining ARK Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 226 ARK Innovation ETF shares in Q1 2021, an estimated $28K.
  • Capstone Triton Financial Group first reported a position in ARK Innovation ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's ARK Innovation ETF position peaked at $28K in Q4 2020.
  • 791 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.