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KFA Private Wealth Group’s ARK Innovation ETF ARKK Stock Holding History

KFA Private Wealth Group’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
2024
Q2 		– Sell
-5,091
Closed -$255K – 80
2024
Q1 		$255K Buy
5,091
+161
+3% +$7.85K 0.08% 86
2023
Q4 		$258K Buy
+4,930
New +$213K 0.09% 75
2022
Q2 		– Sell
-4,727
Closed -$313K – 68
2022
Q1 		$313K Buy
4,727
+1,045
+28% +$73.7K 0.16% 58
2021
Q4 		$348K Buy
3,682
+530
+17% +$57.9K 0.17% 51
2021
Q3 		$348K Buy
3,152
+10
+0.3% +$1.2K 0.19% 48
2021
Q2 		$411K Buy
3,142
+460
+17% +$53.6K 0.22% 45
2021
Q1 		$322K Buy
+2,682
New +$363K 0.19% 54

Other funds holding ARKK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

KFA Private Wealth Group's ARKK Position: Q2 2024 in Review

KFA Private Wealth Group sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 5,091 shares — an estimated $255K sold.

KFA Private Wealth Group first reported a position in ARKK in Q1 2021 and held it in 7 quarters. The position peaked at $411K in Q2 2021. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

  • KFA Private Wealth Group reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • KFA Private Wealth Group sold 5,091 ARK Innovation ETF shares in Q2 2024, an estimated $255K.
  • KFA Private Wealth Group first reported a position in ARK Innovation ETF in Q1 2021 and held it in 7 quarters.
  • KFA Private Wealth Group's ARK Innovation ETF position peaked at $411K in Q2 2021.
  • 590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.