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Heritage Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Heritage Wealth Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$23 – 545
2023
Q4 		$23 Buy
+1
New +$22 ﹤0.01% 548

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UBS Group
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CCA
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YC
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PP
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Heritage Wealth Advisors's ARKF Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2024, closing a stake of 1 share — an estimated $23 sold.

Heritage Wealth Advisors first reported a position in ARKF in Q4 2023 and held it in 1 quarter. The position peaked at $23 in Q4 2023. 196 funds tracked by Wall St. Rank hold ARKF as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1 ARK Blockchain & Fintech Innovation ETF share in Q1 2024, an estimated $23.
  • Heritage Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $23 in Q4 2023.
  • 196 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.