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Keystone Financial Group (Kentucky)’s ARK Innovation ETF ARKK Stock Holding History

Keystone Financial Group (Kentucky)’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
-2,277
Closed -$215K – 293
2021
Q4 		$215K Sell
2,277
-494
-18% -$53.9K 0.04% 281
2021
Q3 		$306K Buy
2,771
+59
+2% +$7.1K 0.06% 225
2021
Q2 		$355K Buy
2,712
+305
+13% +$35.6K 0.06% 200
2021
Q1 		$289K Buy
2,407
+391
+19% +$52.9K 0.06% 218
2020
Q4 		$251K Buy
+2,016
New +$219K 0.05% 222

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ARKK Position: Q1 2022 in Review

Keystone Financial Group (Kentucky) sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 2,277 shares — an estimated $215K sold.

Keystone Financial Group (Kentucky) first reported a position in ARKK in Q4 2020 and held it in 5 quarters. The position peaked at $355K in Q2 2021. 743 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

  • Keystone Financial Group (Kentucky) reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,277 ARK Innovation ETF shares in Q1 2022, an estimated $215K.
  • Keystone Financial Group (Kentucky) first reported a position in ARK Innovation ETF in Q4 2020 and held it in 5 quarters.
  • Keystone Financial Group (Kentucky)'s ARK Innovation ETF position peaked at $355K in Q2 2021.
  • 743 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2022, filed 13 May 2022.