Clean Yield Group’s ARK Innovation ETF ARKK Stock Holding History

Clean Yield 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
2023 Q4	–	Sell	-2	Closed	-$80	–	371
2023 Q3	$80	Buy	+2	New	+$88	﹤0.01%	371
2022 Q3	–	Sell	-29	Closed	-$1K	–	457
2022 Q2	$1K	Buy	+29	New	+$1.38K	﹤0.01%	409
2021 Q1	–	Sell	-202	Closed	-$25K	–	165
2020 Q4	$25K	Buy	+202	New	+$21.9K	0.01%	294

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Clean Yield Group's ARKK Position: Q4 2023 in Review

Clean Yield Group sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 2 shares — an estimated $80 sold.

Clean Yield Group first reported a position in ARKK in Q4 2020 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

Clean Yield Group reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 2 ARK Innovation ETF shares in Q4 2023, an estimated $80.
Clean Yield Group first reported a position in ARK Innovation ETF in Q4 2020 and held it in 3 quarters.
Clean Yield Group's ARK Innovation ETF position peaked at $25K in Q4 2020.
670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.