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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Insight Wealth Partners's ARKK Position: Q4 2022 in Review

Insight Wealth Partners sold out of ARK Innovation ETF (ARKK) in Q4 2022, closing a stake of 15,398 shares — an estimated $581K sold.

Insight Wealth Partners first reported a position in ARKK in Q3 2020 and held it in 9 quarters. The position peaked at $1.98M in Q2 2021. 596 funds tracked by Wall St. Rank hold ARKK as of Q4 2022.

Insight Wealth Partners reported no remaining ARK Innovation ETF position as of Q4 2022 after selling out during the quarter.
Insight Wealth Partners sold 15,398 ARK Innovation ETF shares in Q4 2022, an estimated $581K.
Insight Wealth Partners first reported a position in ARK Innovation ETF in Q3 2020 and held it in 9 quarters.
Insight Wealth Partners's ARK Innovation ETF position peaked at $1.98M in Q2 2021.
596 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2022.

Based on Insight Wealth Partners's 13F filing for Q4 2022, filed 1 Feb 2023.