CFS Investment Advisory Services’s ARK Innovation ETF ARKK Stock Holding History

CFS Investment Advisory Services’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 Q4	$213K	Buy	2,827 +400	+16%	+$43.7K	0.03%	209
2021 Q3	$268K	Buy	+2,427	New	+$292K	0.04%	184
2020 Q4	$717K	Buy	+5,763	New	+$625K	0.11%	128

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFS Investment Advisory Services's ARKK Position: Q4 2021 in Review

CFS Investment Advisory Services increased its ARK Innovation ETF (ARKK) stake by 16% in Q4 2021, buying an estimated $43.7K and bringing the position to 2,827 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #209.

CFS Investment Advisory Services first reported a position in ARKK in Q4 2020 and has held it in 3 quarters since. The position peaked at $717K in Q4 2020. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

CFS Investment Advisory Services held 2,827 shares of ARK Innovation ETF worth $213K as of Q4 2021.
CFS Investment Advisory Services bought 400 ARK Innovation ETF shares in Q4 2021, an estimated $43.7K.
ARK Innovation ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q4 2021, its #209 holding.
CFS Investment Advisory Services first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 3 quarters since.
CFS Investment Advisory Services's ARK Innovation ETF position peaked at $717K in Q4 2020.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.