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Founders Financial Alliance’s ARK Innovation ETF ARKK Stock Holding History

Founders Financial Alliance’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
2022
Q1 		– Sell
-370
Closed -$35K – 440
2021
Q4 		$35K Sell
370
-799
-68% -$87.2K 0.01% 378
2021
Q3 		$129K Sell
1,169
-125
-10% -$15K 0.06% 256
2021
Q2 		$170K Buy
1,294
+75
+6% +$8.74K 0.08% 252
2021
Q1 		$146K Buy
1,219
+445
+57% +$60.2K 0.07% 245
2020
Q4 		$96K Sell
774
-9,807
-93% -$1.06M 0.05% 245
2020
Q3 		$974K Buy
+10,581
New +$906K 0.58% 35

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Financial Alliance's ARKK Position: Q1 2022 in Review

Founders Financial Alliance sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 370 shares — an estimated $35K sold.

Founders Financial Alliance first reported a position in ARKK in Q3 2020 and held it in 6 quarters. The position peaked at $974K in Q3 2020. 743 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

  • Founders Financial Alliance reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 370 ARK Innovation ETF shares in Q1 2022, an estimated $35K.
  • Founders Financial Alliance first reported a position in ARK Innovation ETF in Q3 2020 and held it in 6 quarters.
  • Founders Financial Alliance's ARK Innovation ETF position peaked at $974K in Q3 2020.
  • 743 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Founders Financial Alliance's 13F filing for Q1 2022, filed 12 May 2022.