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Cypress Wealth Services’s ARK Innovation ETF ARKK Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-2,672
Closed -$246K – 301
2020
Q3 		$246K Buy
+2,672
New +$229K 0.06% 212

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Bank of America
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CAC
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Goldman Sachs
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BNP Paribas Financial Markets
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Cypress Wealth Services's ARKK Position: Q3 2022 in Review

Cypress Wealth Services sold out of ARK Innovation ETF (ARKK) in Q3 2022, closing a stake of 5,253 shares — an estimated $209K sold.

Cypress Wealth Services first reported a position in ARKK in Q4 2020 and held it in 7 quarters. The position peaked at $693K in Q2 2021. 618 funds tracked by Wall St. Rank hold ARKK as of Q3 2022.

  • Cypress Wealth Services reported no remaining ARK Innovation ETF position as of Q3 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 5,253 ARK Innovation ETF shares in Q3 2022, an estimated $209K.
  • Cypress Wealth Services first reported a position in ARK Innovation ETF in Q4 2020 and held it in 7 quarters.
  • Cypress Wealth Services's ARK Innovation ETF position peaked at $693K in Q2 2021.
  • 618 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2022.

Based on Cypress Wealth Services's 13F filing for Q3 2022, filed 14 Oct 2022.