Harel Insurance Investments & Financial Services’s ARK Innovation ETF ARKK Stock Holding History

Harel Insurance Investments & Financial Services’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	-30	Closed	-$3K	–	745
2021 Q3	$3K	Sell	30 -7,752	-100%	-$933K	﹤0.01%	660
2021 Q2	$1.01M	Sell	7,782 -85	-1%	-$9.91K	0.02%	319
2021 Q1	$1.03M	Buy	+7,867	New	+$1.06M	0.02%	352
2020 Q4	–	Sell	-10,597	Closed	-$973K	–	721
2020 Q3	$973K	Buy	+10,597	New	+$907K	0.03%	125

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 $445B AUM 25.58% 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

Harel Insurance Investments & Financial Services's ARKK Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Harel Insurance Investments & Financial Services first reported a position in ARKK in Q3 2020 and held it in 4 quarters. The position peaked at $1.03M in Q1 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

Harel Insurance Investments & Financial Services reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 30 ARK Innovation ETF shares in Q4 2021, an estimated $3K.
Harel Insurance Investments & Financial Services first reported a position in ARK Innovation ETF in Q3 2020 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's ARK Innovation ETF position peaked at $1.03M in Q1 2021.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.