Klingman & Associates’s ARK Innovation ETF ARKK Stock Holding History

Klingman & Associates’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	-6,817	Closed	-$452K	–	195
2022 Q1	$452K	Buy	6,817 +2,797	+70%	+$197K	0.04%	128
2021 Q4	$380K	Hold	4,020	–	–	0.03%	129
2021 Q3	$444K	Hold	4,020	–	–	0.04%	106
2021 Q2	$526K	Hold	4,020	–	–	0.05%	96
2021 Q1	$482K	Buy	4,020 +20	+0.5%	+$2.71K	0.05%	97
2020 Q4	$498K	Buy	+4,000	New	+$434K	0.06%	89

Other funds holding ARKK

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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 Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Klingman & Associates's ARKK Position: Q2 2022 in Review

Klingman & Associates sold out of ARK Innovation ETF (ARKK) in Q2 2022, closing a stake of 6,817 shares — an estimated $452K sold.

Klingman & Associates first reported a position in ARKK in Q4 2020 and held it in 6 quarters. The position peaked at $526K in Q2 2021. 655 funds tracked by Wall St. Rank hold ARKK as of Q2 2022.

Klingman & Associates reported no remaining ARK Innovation ETF position as of Q2 2022 after selling out during the quarter.
Klingman & Associates sold 6,817 ARK Innovation ETF shares in Q2 2022, an estimated $452K.
Klingman & Associates first reported a position in ARK Innovation ETF in Q4 2020 and held it in 6 quarters.
Klingman & Associates's ARK Innovation ETF position peaked at $526K in Q2 2021.
655 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.