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Hemington Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Hemington Wealth 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
2024
Q4 		– Sell
-284
Closed -$13K – 1540
2024
Q3 		$13K Buy
+284
New +$12.8K ﹤0.01% 625

Other funds holding ARKK

Koshinski Asset Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hemington Wealth Management's ARKK Position: Q4 2024 in Review

Hemington Wealth Management sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 284 shares — an estimated $13K sold.

Hemington Wealth Management first reported a position in ARKK in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 609 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

  • Hemington Wealth Management reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • Hemington Wealth Management sold 284 ARK Innovation ETF shares in Q4 2024, an estimated $13K.
  • Hemington Wealth Management first reported a position in ARK Innovation ETF in Q3 2024 and held it in 1 quarter.
  • Hemington Wealth Management's ARK Innovation ETF position peaked at $13K in Q3 2024.
  • 609 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.