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Cornerstone Wealth Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Cornerstone Wealth Management’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,302
Closed -$262K – 500
2021
Q3 		$262K Buy
5,302
+375
+8% +$19.6K 0.03% 381
2021
Q2 		$267K Sell
4,927
-95
-2% -$4.86K 0.03% 380
2021
Q1 		$257K Buy
+5,022
New +$274K 0.03% 379

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Goldman Sachs
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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CCA
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Wealth Management's ARKF Position: Q4 2021 in Review

Cornerstone Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2021, closing a stake of 5,302 shares — an estimated $262K sold.

Cornerstone Wealth Management first reported a position in ARKF in Q1 2021 and held it in 3 quarters. The position peaked at $267K in Q2 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

  • Cornerstone Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,302 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $262K.
  • Cornerstone Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 3 quarters.
  • Cornerstone Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $267K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Cornerstone Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.