Hershey Financial Advisers’s ARK Innovation ETF ARKK Stock Holding History

Hershey Financial Advisers’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 Q2	$31.6K	Buy	+717	New	+$32K	0.03%	81

Other funds holding ARKK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Hershey Financial Advisers's ARKK Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in ARK Innovation ETF (ARKK) in Q2 2024: 717 shares worth $31.6K. The stake represents 0.03% of the portfolio and ranks #81 among its holdings.

590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Hershey Financial Advisers held 717 shares of ARK Innovation ETF worth $31.6K as of Q2 2024.
ARK Innovation ETF was a new Hershey Financial Advisers position in Q2 2024.
ARK Innovation ETF made up 0.03% of Hershey Financial Advisers's portfolio in Q2 2024, its #81 holding.
590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.