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Cumberland Partners’s ARK Innovation ETF ARKK Stock Holding History

Cumberland Partners’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
2021
Q3 		– Sell
-1,693
Closed -$221K – 188
2021
Q2 		$221K Sell
1,693
-39
-2% -$4.55K 0.02% 169
2021
Q1 		$207K Buy
+1,732
New +$234K 0.02% 167

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cumberland Partners's ARKK Position: Q3 2021 in Review

Cumberland Partners sold out of ARK Innovation ETF (ARKK) in Q3 2021, closing a stake of 1,693 shares — an estimated $221K sold.

Cumberland Partners first reported a position in ARKK in Q1 2021 and held it in 2 quarters. The position peaked at $221K in Q2 2021. 798 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

  • Cumberland Partners reported no remaining ARK Innovation ETF position as of Q3 2021 after selling out during the quarter.
  • Cumberland Partners sold 1,693 ARK Innovation ETF shares in Q3 2021, an estimated $221K.
  • Cumberland Partners first reported a position in ARK Innovation ETF in Q1 2021 and held it in 2 quarters.
  • Cumberland Partners's ARK Innovation ETF position peaked at $221K in Q2 2021.
  • 798 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Cumberland Partners's 13F filing for Q3 2021, filed 10 Nov 2021.