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Keudell/Morrison Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Keudell/Morrison Wealth 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
Q1 		– Sell
-2,546
Closed -$241K – 177
2021
Q4 		$241K Buy
+2,546
New +$278K 0.1% 164

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Keudell/Morrison Wealth Management's ARKK Position: Q1 2022 in Review

Keudell/Morrison Wealth Management sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 2,546 shares — an estimated $241K sold.

Keudell/Morrison Wealth Management first reported a position in ARKK in Q4 2021 and held it in 1 quarter. The position peaked at $241K in Q4 2021. 744 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

  • Keudell/Morrison Wealth Management reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 2,546 ARK Innovation ETF shares in Q1 2022, an estimated $241K.
  • Keudell/Morrison Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's ARK Innovation ETF position peaked at $241K in Q4 2021.
  • 744 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.