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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
2025
Q1 		– Sell
-48,200
Closed -$2.74M – 109
2024
Q4 		$2.74M Hold
48,200
– – 0.37% 21
2024
Q3 		$2.29M Sell
48,200
-600
-1% -$27K 0.45% 25
2024
Q2 		$2.14M Sell
48,800
-300
-0.6% -$13.4K 0.37% 20
2024
Q1 		$2.46M Buy
49,100
+500
+1% +$24.4K 0.42% 20
2023
Q4 		$2.55M Buy
48,600
+400
+0.8% +$17.3K 0.44% 17
2023
Q3 		$1.91M Buy
+48,200
New +$2.12M 0.37% 19

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
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.