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Emery Howard Portfolio Management’s ARK Innovation ETF ARKK Stock Holding History

Emery Howard Portfolio Management’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
Q4 		$411K Hold
4,347
– – 0.05% 37
2021
Q3 		$480K Buy
4,347
+429
+11% +$51.6K 0.07% 32
2021
Q2 		$512K Buy
3,918
+726
+23% +$84.6K 0.08% 32
2021
Q1 		$383K Buy
+3,192
New +$432K 0.06% 34

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Emery Howard Portfolio Management's ARKK Position: Q4 2021 in Review

Emery Howard Portfolio Management held its ARK Innovation ETF (ARKK) position steady in Q4 2021 at 4,347 shares worth $411K. The position accounts for 0.05% of the portfolio, ranked #37.

Emery Howard Portfolio Management first reported a position in ARKK in Q1 2021 and has held it in 4 quarters since. The position peaked at $512K in Q2 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

  • Emery Howard Portfolio Management held 4,347 shares of ARK Innovation ETF worth $411K as of Q4 2021.
  • Emery Howard Portfolio Management left its ARK Innovation ETF share count unchanged in Q4 2021.
  • ARK Innovation ETF made up 0.05% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #37 holding.
  • Emery Howard Portfolio Management first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 4 quarters since.
  • Emery Howard Portfolio Management's ARK Innovation ETF position peaked at $512K in Q2 2021.
  • 845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.