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

Curi 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
2022 Q3	–	Sell	-216	Closed	-$3K	–	220
2022 Q2	$3K	Hold	216	–	–	﹤0.01%	484
2022 Q1	$6K	Hold	216	–	–	﹤0.01%	400
2021 Q4	$8K	Buy	+216	New	+$10.4K	﹤0.01%	332
2021 Q1	–	Sell	-195	Closed	-$9K	–	120
2020 Q4	$9K	Buy	+195	New	+$8.79K	0.01%	257

Other funds holding ARKF

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Curi Wealth Management's ARKF Position: Q3 2022 in Review

Curi Wealth Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q3 2022, closing a stake of 216 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in ARKF in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q4 2020. 209 funds tracked by Wall St. Rank hold ARKF as of Q3 2022.

Curi Wealth Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 216 ARK Blockchain & Fintech Innovation ETF shares in Q3 2022, an estimated $3K.
Curi Wealth Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's ARK Blockchain & Fintech Innovation ETF position peaked at $9K in Q4 2020.
209 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.