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HC Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

HC Financial 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
2022
Q2 		$2K Sell
43
-70
-62% -$3.33K ﹤0.01% 306
2022
Q1 		$7K Sell
113
-1,155
-91% -$81.5K ﹤0.01% 253
2021
Q4 		$120K Buy
1,268
+1,225
+2,849% +$134K 0.07% 100
2021
Q3 		$5K Hold
43
– – ﹤0.01% 270
2021
Q2 		$6K Buy
+43
New +$5.01K ﹤0.01% 271

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HC Financial Advisors's ARKK Position: Q2 2022 in Review

HC Financial Advisors reduced its ARK Innovation ETF (ARKK) stake by 62% in Q2 2022, selling an estimated $3.33K and leaving 43 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

HC Financial Advisors first reported a position in ARKK in Q2 2021 and has held it in 5 quarters since. The position peaked at $120K in Q4 2021. 655 funds tracked by Wall St. Rank hold ARKK as of Q2 2022.

  • HC Financial Advisors held 43 shares of ARK Innovation ETF worth $2K as of Q2 2022.
  • HC Financial Advisors sold 70 ARK Innovation ETF shares in Q2 2022, an estimated $3.33K.
  • ARK Innovation ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #306 holding.
  • HC Financial Advisors first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's ARK Innovation ETF position peaked at $120K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.