Clearview Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Clearview Wealth Advisors’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 Q3	–	Sell	-1,299	Closed	-$57.3K	–	150
2023 Q2	$57.3K	Hold	1,299	–	–	0.06%	189
2023 Q1	$52.4K	Buy	1,299 +670	+107%	+$25.7K	0.05%	194
2022 Q4	$19.7K	Sell	629 -176	-22%	-$6.29K	0.02%	252
2022 Q3	$30K	Sell	805 -30	-4%	-$1.34K	0.02%	207
2022 Q2	$33K	Buy	835 +314	+60%	+$14.9K	0.02%	222
2022 Q1	$35K	Buy	521 +155	+42%	+$10.9K	0.02%	238
2021 Q4	$35K	Buy	366 +30	+9%	+$3.27K	0.02%	262
2021 Q3	$37K	Buy	336 +122	+57%	+$14.7K	0.02%	264
2021 Q2	$28K	Hold	214	–	–	0.02%	302
2021 Q1	$26K	Buy	214 +46	+27%	+$6.22K	0.02%	299
2020 Q4	$21K	Buy	+168	New	+$18.2K	0.01%	295

Other funds holding ARKK

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

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

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

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

Clearview Wealth Advisors's ARKK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of ARK Innovation ETF (ARKK) in Q3 2023, closing a stake of 1,299 shares — an estimated $57.3K sold.

Clearview Wealth Advisors first reported a position in ARKK in Q4 2020 and held it in 11 quarters. The position peaked at $57.3K in Q2 2023. 593 funds tracked by Wall St. Rank hold ARKK as of Q3 2023.

Clearview Wealth Advisors reported no remaining ARK Innovation ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,299 ARK Innovation ETF shares in Q3 2023, an estimated $57.3K.
Clearview Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's ARK Innovation ETF position peaked at $57.3K in Q2 2023.
593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.