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Gerber Kawasaki Wealth & Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2020
Q4 		– Sell
-1
Closed -$1K – 185
2020
Q3 		$1K Buy
+1
New +$86 ﹤0.01% 129

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
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ARKK Position: Q3 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of ARK Innovation ETF (ARKK) in Q3 2022, closing a stake of 9,738 shares — an estimated $388K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ARKK in Q3 2020 and held it in 8 quarters. The position peaked at $19.6M in Q2 2021. 618 funds tracked by Wall St. Rank hold ARKK as of Q3 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining ARK Innovation ETF position as of Q3 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 9,738 ARK Innovation ETF shares in Q3 2022, an estimated $388K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in ARK Innovation ETF in Q3 2020 and held it in 8 quarters.
  • Gerber Kawasaki Wealth & Investment Management's ARK Innovation ETF position peaked at $19.6M in Q2 2021.
  • 618 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2022, filed 15 Nov 2022.