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

FRG Family 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
2024
Q2 		– Sell
-730
Closed -$19.6K – 160
2024
Q1 		$19.6K Buy
+730
New +$20.1K ﹤0.01% 234
2022
Q4 		– Sell
-17,521
Closed -$270K – 140
2022
Q3 		$270K Buy
17,521
+60
+0.3% +$1.07K 0.07% 123
2022
Q2 		$270K Hold
17,461
– – 0.06% 122
2022
Q1 		$507K Sell
17,461
-600
-3% -$18.5K 0.1% 104
2021
Q4 		$738K Sell
18,061
-1,463
-7% -$70.5K 0.14% 88
2021
Q3 		$964K Buy
19,524
+3,169
+19% +$166K 0.19% 74
2021
Q2 		$885K Buy
16,355
+7,014
+75% +$359K 0.17% 83
2021
Q1 		$477K Buy
9,341
+2,930
+46% +$160K 0.1% 96
2020
Q4 		$319K Buy
+6,411
New +$289K 0.07% 110

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

FRG Family Wealth Advisors's ARKF Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q2 2024, closing a stake of 730 shares — an estimated $19.6K sold.

FRG Family Wealth Advisors first reported a position in ARKF in Q4 2020 and held it in 9 quarters. The position peaked at $964K in Q3 2021. 176 funds tracked by Wall St. Rank hold ARKF as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 730 ARK Blockchain & Fintech Innovation ETF shares in Q2 2024, an estimated $19.6K.
  • FRG Family Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 9 quarters.
  • FRG Family Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $964K in Q3 2021.
  • 176 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.