Clear Investment Research’s ARK Innovation ETF ARKK Stock Holding History

Clear Investment Research’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
2024 Q2	–	Sell	-69	Closed	-$3.46K	–	209
2024 Q1	$3.46K	Hold	69	–	–	﹤0.01%	182
2023 Q4	$3.61K	Hold	69	–	–	0.01%	223
2023 Q3	$2.74K	Hold	69	–	–	﹤0.01%	161
2023 Q2	$3.05K	Hold	69	–	–	0.01%	160
2023 Q1	$2.78K	Hold	69	–	–	﹤0.01%	150
2022 Q4	$2K	Hold	69	–	–	﹤0.01%	147
2022 Q3	$3K	Hold	69	–	–	0.01%	137
2022 Q2	$3K	Hold	69	–	–	0.01%	116
2022 Q1	$5K	Hold	69	–	–	0.01%	117
2021 Q4	$7K	Hold	69	–	–	0.01%	120
2021 Q3	$8K	Hold	69	–	–	0.01%	115
2021 Q2	$9K	Hold	69	–	–	0.02%	114
2021 Q1	$8K	Buy	+69	New	+$9.34K	0.01%	104

Other funds holding ARKK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Clear Investment Research's ARKK Position: Q2 2024 in Review

Clear Investment Research sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 69 shares — an estimated $3.46K sold.

Clear Investment Research first reported a position in ARKK in Q1 2021 and held it in 13 quarters. The position peaked at $9K in Q2 2021. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Clear Investment Research reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
Clear Investment Research sold 69 ARK Innovation ETF shares in Q2 2024, an estimated $3.46K.
Clear Investment Research first reported a position in ARK Innovation ETF in Q1 2021 and held it in 13 quarters.
Clear Investment Research's ARK Innovation ETF position peaked at $9K in Q2 2021.
590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Clear Investment Research's 13F filing for Q2 2024, filed 8 Aug 2024.