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Joseph Group Capital Management’s ARK Innovation ETF ARKK Stock Holding History

Joseph Group Capital Management’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
Q2 		– Sell
-250
Closed -$17K – 77
2022
Q1 		$17K Hold
250
– – 0.02% 61
2021
Q4 		$24K Buy
+250
New +$27.3K 0.02% 61

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Joseph Group Capital Management's ARKK Position: Q2 2022 in Review

Joseph Group Capital Management sold out of ARK Innovation ETF (ARKK) in Q2 2022, closing a stake of 250 shares — an estimated $17K sold.

Joseph Group Capital Management first reported a position in ARKK in Q4 2021 and held it in 2 quarters. The position peaked at $24K in Q4 2021. 655 funds tracked by Wall St. Rank hold ARKK as of Q2 2022.

  • Joseph Group Capital Management reported no remaining ARK Innovation ETF position as of Q2 2022 after selling out during the quarter.
  • Joseph Group Capital Management sold 250 ARK Innovation ETF shares in Q2 2022, an estimated $17K.
  • Joseph Group Capital Management first reported a position in ARK Innovation ETF in Q4 2021 and held it in 2 quarters.
  • Joseph Group Capital Management's ARK Innovation ETF position peaked at $24K in Q4 2021.
  • 655 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2022.

Based on Joseph Group Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.