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Edge Capital Group’s ARK Innovation ETF ARKK Stock Holding History

Edge Capital Group’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
-1,593
Closed -$209K – 278
2021
Q2 		$209K Buy
+1,593
New +$186K 0.02% 258

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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

Edge Capital Group's ARKK Position: Q3 2021 in Review

Edge Capital Group sold out of ARK Innovation ETF (ARKK) in Q3 2021, closing a stake of 1,593 shares — an estimated $209K sold.

Edge Capital Group first reported a position in ARKK in Q2 2021 and held it in 1 quarter. The position peaked at $209K in Q2 2021. 798 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

  • Edge Capital Group reported no remaining ARK Innovation ETF position as of Q3 2021 after selling out during the quarter.
  • Edge Capital Group sold 1,593 ARK Innovation ETF shares in Q3 2021, an estimated $209K.
  • Edge Capital Group first reported a position in ARK Innovation ETF in Q2 2021 and held it in 1 quarter.
  • Edge Capital Group's ARK Innovation ETF position peaked at $209K in Q2 2021.
  • 798 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Edge Capital Group's 13F filing for Q3 2021, filed 26 Oct 2021.