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Financial Guidance Group’s ARK Innovation ETF ARKK Stock Holding History

Financial Guidance 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
2023
Q4 		– Sell
-30,961
Closed -$1.23M – 54
2023
Q3 		$1.23M Sell
30,961
-104
-0.3% -$4.58K 0.92% 22
2023
Q2 		$1.37M Sell
31,065
-148
-0.5% -$5.88K 1.01% 22
2023
Q1 		$1.26M Buy
31,213
+150
+0.5% +$5.75K 0.96% 23
2022
Q4 		$970K Sell
31,063
-38,688
-55% -$1.38M 0.79% 25
2022
Q3 		$2.63M Buy
69,751
+3,516
+5% +$157K 2.11% 17
2022
Q2 		$2.64M Buy
66,235
+2,049
+3% +$97.5K 2.08% 16
2022
Q1 		$4.25M Buy
+64,186
New +$4.53M 2.93% 11

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Guidance Group's ARKK Position: Q4 2023 in Review

Financial Guidance Group sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 30,961 shares — an estimated $1.23M sold.

Financial Guidance Group first reported a position in ARKK in Q1 2022 and held it in 7 quarters. The position peaked at $4.25M in Q1 2022. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

  • Financial Guidance Group reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Guidance Group sold 30,961 ARK Innovation ETF shares in Q4 2023, an estimated $1.23M.
  • Financial Guidance Group first reported a position in ARK Innovation ETF in Q1 2022 and held it in 7 quarters.
  • Financial Guidance Group's ARK Innovation ETF position peaked at $4.25M in Q1 2022.
  • 670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on Financial Guidance Group's 13F filing for Q4 2023, filed 26 Jan 2024.