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Heritage Wealth Management (Arizona)’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$281K Buy
19,724
+8,405
+74% +$130K 0.04% 299
2022
Q3 		$174K Sell
11,319
-1,268
-10% -$22.6K 0.06% 254
2022
Q2 		$195K Sell
12,587
-528
-4% -$10.7K 0.06% 238
2022
Q1 		$381K Buy
+13,115
New +$403K 0.1% 159
2021
Q3 		$4K Buy
+82
New +$4.28K ﹤0.01% 746

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ARKF Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 74% in Q4 2022, buying an estimated $130K and bringing the position to 19,724 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #299.

Heritage Wealth Management (Arizona) first reported a position in ARKF in Q3 2021 and has held it in 5 quarters since. The position peaked at $381K in Q1 2022. 201 funds tracked by Wall St. Rank hold ARKF as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 19,724 shares of ARK Blockchain & Fintech Innovation ETF worth $281K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 8,405 ARK Blockchain & Fintech Innovation ETF shares in Q4 2022, an estimated $130K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #299 holding.
  • Heritage Wealth Management (Arizona) first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2021 and has held it in 5 quarters since.
  • Heritage Wealth Management (Arizona)'s ARK Blockchain & Fintech Innovation ETF position peaked at $381K in Q1 2022.
  • 201 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.