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Curran Financial Partners’s ARK Innovation ETF ARKK Stock Holding History

Curran Financial 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
2024
Q3 		– Sell
-6,173
Closed -$271K – 91
2024
Q2 		$271K Sell
6,173
-1,142
-16% -$51K 0.09% 72
2024
Q1 		$366K Sell
7,315
-428
-6% -$20.9K 0.13% 63
2023
Q4 		$358K Sell
7,743
-632
-8% -$27.4K 0.14% 60
2023
Q3 		$332K Buy
8,375
+545
+7% +$24K 0.14% 54
2023
Q2 		$346K Buy
7,830
+323
+4% +$12.8K 0.15% 56
2023
Q1 		$303K Sell
7,507
-1,076
-13% -$41.2K 0.14% 54
2022
Q4 		$268K Buy
8,583
+221
+3% +$7.9K 0.13% 61
2022
Q3 		$316K Buy
8,362
+598
+8% +$26.6K 0.16% 48
2022
Q2 		$310K Buy
7,764
+1,388
+22% +$66.1K 0.15% 50
2022
Q1 		$423K Buy
+6,376
New +$450K 0.17% 56
2021
Q4 		– Sell
-1,811
Closed -$201K – 76
2021
Q3 		$201K Sell
1,811
-1,072
-37% -$129K 0.1% 60
2021
Q2 		$377K Buy
+2,883
New +$336K 0.21% 49

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Curran Financial Partners's ARKK Position: Q3 2024 in Review

Curran Financial Partners sold out of ARK Innovation ETF (ARKK) in Q3 2024, closing a stake of 6,173 shares — an estimated $271K sold.

Curran Financial Partners first reported a position in ARKK in Q2 2021 and held it in 12 quarters. The position peaked at $423K in Q1 2022. 540 funds tracked by Wall St. Rank hold ARKK as of Q3 2024.

  • Curran Financial Partners reported no remaining ARK Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Curran Financial Partners sold 6,173 ARK Innovation ETF shares in Q3 2024, an estimated $271K.
  • Curran Financial Partners first reported a position in ARK Innovation ETF in Q2 2021 and held it in 12 quarters.
  • Curran Financial Partners's ARK Innovation ETF position peaked at $423K in Q1 2022.
  • 540 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2024.

Based on Curran Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.