KB Financial Partners’s ARK Innovation ETF ARKK Stock Holding History

KB Financial 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
2023 Q3	$3K	Hold	72	–	–	﹤0.01%	456
2023 Q2	$3K	Sell	72 -138	-66%	-$5.49K	﹤0.01%	469
2023 Q1	$8K	Hold	210	–	–	﹤0.01%	392
2022 Q4	$7K	Sell	210 -8,264	-98%	-$295K	﹤0.01%	392
2022 Q3	$320K	Hold	8,474	–	–	0.11%	124
2022 Q2	$338K	Buy	8,474 +29	+0.3%	+$1.38K	0.12%	110
2022 Q1	$560K	Buy	8,445 +8,318	+6,550%	+$587K	0.15%	64
2021 Q4	$12K	Sell	127 -6,852	-98%	-$748K	﹤0.01%	409
2021 Q3	$771K	Buy	6,979 +3,976	+132%	+$479K	0.28%	31
2021 Q2	$393K	Sell	3,003 -725	-19%	-$84.5K	0.15%	79
2021 Q1	$447K	Buy	+3,728	New	+$504K	0.19%	48

Other funds holding ARKK

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

KB Financial Partners's ARKK Position: Q3 2023 in Review

KB Financial Partners held its ARK Innovation ETF (ARKK) position steady in Q3 2023 at 72 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

KB Financial Partners first reported a position in ARKK in Q1 2021 and has held it in 11 quarters since. The position peaked at $771K in Q3 2021. 593 funds tracked by Wall St. Rank hold ARKK as of Q3 2023.

KB Financial Partners held 72 shares of ARK Innovation ETF worth $3K as of Q3 2023.
KB Financial Partners left its ARK Innovation ETF share count unchanged in Q3 2023.
ARK Innovation ETF made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #456 holding.
KB Financial Partners first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's ARK Innovation ETF position peaked at $771K in Q3 2021.
593 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.