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Exencial Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Exencial Wealth Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,980
Closed -$244K – 455
2021
Q4 		$244K Buy
+5,980
New +$288K 0.01% 420

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CCA
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RJFSA
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UBS Group
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Osaic Holdings
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Commonwealth Equity Services
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WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Exencial Wealth Advisors's ARKF Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 5,980 shares — an estimated $244K sold.

Exencial Wealth Advisors first reported a position in ARKF in Q4 2021 and held it in 1 quarter. The position peaked at $244K in Q4 2021. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 5,980 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $244K.
  • Exencial Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2021 and held it in 1 quarter.
  • Exencial Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $244K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.