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FRG Family Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

FRG Family Wealth Advisors’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
2024
Q2 		– Sell
-20
Closed -$869 – 162
2024
Q1 		$869 Buy
+20
New +$975 ﹤0.01% 344

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Bank of America
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Goldman Sachs
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

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

FRG Family Wealth Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 20 shares — an estimated $869 sold.

FRG Family Wealth Advisors first reported a position in ARKK in Q1 2024 and held it in 1 quarter. The position peaked at $869 in Q1 2024. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 20 ARK Innovation ETF shares in Q2 2024, an estimated $869.
  • FRG Family Wealth Advisors first reported a position in ARK Innovation ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's ARK Innovation ETF position peaked at $869 in Q1 2024.
  • 590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

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