Crewe Advisors’s ARK Innovation ETF ARKK Stock Holding History

Crewe 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
2024 Q4	–	Sell	-300	Closed	-$14.3K	–	657
2024 Q3	$14.3K	Sell	300 -193	-39%	-$8.67K	﹤0.01%	440
2024 Q2	$21.7K	Hold	493	–	–	﹤0.01%	537
2024 Q1	$24.7K	Hold	493	–	–	﹤0.01%	469
2023 Q4	$25.8K	Buy	493 +153	+45%	+$6.62K	﹤0.01%	151
2023 Q3	$13.5K	Buy	+340	New	+$15K	﹤0.01%	222

Other funds holding ARKK

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

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

Crewe Advisors's ARKK Position: Q4 2024 in Review

Crewe Advisors sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 300 shares — an estimated $14.3K sold.

Crewe Advisors first reported a position in ARKK in Q3 2023 and held it in 5 quarters. The position peaked at $25.8K in Q4 2023. 609 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

Crewe Advisors reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 300 ARK Innovation ETF shares in Q4 2024, an estimated $14.3K.
Crewe Advisors first reported a position in ARK Innovation ETF in Q3 2023 and held it in 5 quarters.
Crewe Advisors's ARK Innovation ETF position peaked at $25.8K in Q4 2023.
609 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.