Dixon Hughes Goodman Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$20K	Buy	300 +59	+24%	+$4.16K	0.01%	429
2021 Q4	$23K	Buy	+241	New	+$26.3K	0.01%	349

Other funds holding ARKK

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dixon Hughes Goodman Wealth Advisors's ARKK Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its ARK Innovation ETF (ARKK) stake by 24% in Q1 2022, buying an estimated $4.16K and bringing the position to 300 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #429.

Dixon Hughes Goodman Wealth Advisors first reported a position in ARKK in Q4 2021 and has held it in 2 quarters since. The position peaked at $23K in Q4 2021. 744 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 300 shares of ARK Innovation ETF worth $20K as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors bought 59 ARK Innovation ETF shares in Q1 2022, an estimated $4.16K.
ARK Innovation ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #429 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in ARK Innovation ETF in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's ARK Innovation ETF position peaked at $23K in Q4 2021.
744 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.