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Insight Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

Insight Wealth Partners’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
Q4 		– Sell
-15,398
Closed -$581K – 60
2022
Q3 		$581K Sell
15,398
-314
-2% -$14K 0.55% 33
2022
Q2 		$627K Buy
15,712
+639
+4% +$30.4K 0.47% 34
2022
Q1 		$999K Buy
15,073
+1,039
+7% +$73.3K 0.55% 29
2021
Q4 		$1.33M Buy
14,034
+343
+3% +$37.4K 0.25% 23
2021
Q3 		$1.51M Sell
13,691
-1,476
-10% -$178K 0.81% 18
2021
Q2 		$1.98M Sell
15,167
-280
-2% -$32.6K 1.06% 19
2021
Q1 		$1.85M Buy
15,447
+473
+3% +$64K 0.91% 18
2020
Q4 		$1.86M Buy
14,974
+473
+3% +$51.3K 1.14% 17
2020
Q3 		$1.33M Buy
+14,501
New +$1.24M 1.27% 18

Other funds holding ARKK

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return