FIM
ARKF icon

Fernwood Investment Management’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-3,300
Closed -$100K – 228
2024
Q1 		$100K Buy
+3,300
New +$90.9K 0.03% 264

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fernwood Investment Management's ARKF Position: Q2 2024 in Review

Fernwood Investment Management sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2024, closing a stake of 3,300 shares — an estimated $100K sold.

Fernwood Investment Management first reported a position in ARKF in Q1 2024 and held it in 1 quarter. The position peaked at $100K in Q1 2024. 176 funds tracked by Wall St. Rank hold ARKF as of Q2 2024.

  • Fernwood Investment Management reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 3,300 ARK Blockchain & Fintech Innovation ETF shares in Q2 2024, an estimated $100K.
  • Fernwood Investment Management first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's ARK Blockchain & Fintech Innovation ETF position peaked at $100K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.