First United Bank & Trust’s ARK Innovation ETF ARKK Stock Holding History

First United Bank & Trust’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	–	Sell	-2,196	Closed	-$243K	–	166
2021 Q3	$243K	Buy	2,196 +386	+21%	+$46.5K	0.1%	149
2021 Q2	$237K	Sell	1,810 -720	-28%	-$83.9K	0.1%	146
2021 Q1	$303K	Buy	+2,530	New	+$342K	0.13%	124

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First United Bank & Trust's ARKK Position: Q4 2021 in Review

First United Bank & Trust sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 2,196 shares — an estimated $243K sold.

First United Bank & Trust first reported a position in ARKK in Q1 2021 and held it in 3 quarters. The position peaked at $303K in Q1 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

First United Bank & Trust reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
First United Bank & Trust sold 2,196 ARK Innovation ETF shares in Q4 2021, an estimated $243K.
First United Bank & Trust first reported a position in ARK Innovation ETF in Q1 2021 and held it in 3 quarters.
First United Bank & Trust's ARK Innovation ETF position peaked at $303K in Q1 2021.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on First United Bank & Trust's 13F filing for Q4 2021, filed 20 Jan 2022.