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Center for Financial Planning’s ARK Innovation ETF ARKK Stock Holding History

Center for Financial Planning’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
-148
Closed -$18K – 523
2020
Q4 		$18K Buy
+148
New +$16K 0.01% 292

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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

Center for Financial Planning's ARKK Position: Q1 2021 in Review

Center for Financial Planning sold out of ARK Innovation ETF (ARKK) in Q1 2021, closing a stake of 148 shares — an estimated $18K sold.

Center for Financial Planning first reported a position in ARKK in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 791 funds tracked by Wall St. Rank hold ARKK as of Q1 2021.

  • Center for Financial Planning reported no remaining ARK Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 148 ARK Innovation ETF shares in Q1 2021, an estimated $18K.
  • Center for Financial Planning first reported a position in ARK Innovation ETF in Q4 2020 and held it in 1 quarter.
  • Center for Financial Planning's ARK Innovation ETF position peaked at $18K in Q4 2020.
  • 791 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.