Laidlaw Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Laidlaw 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	-4,483	Closed	-$424K	–	394
2021 Q4	$424K	Sell	4,483 -108	-2%	-$11.8K	0.07%	249
2021 Q3	$507K	Sell	4,591 -447	-9%	-$53.8K	0.13%	151
2021 Q2	$659K	Sell	5,038 -1,200	-19%	-$140K	0.17%	124
2021 Q1	$748K	Buy	6,238 +1,875	+43%	+$254K	0.26%	97
2020 Q4	$543K	Buy	4,363 +51	+1%	+$5.53K	0.11%	180
2020 Q3	$397K	Sell	4,312 -90	-2%	-$7.7K	0.18%	126
2020 Q2	$314K	Buy	+4,402	New	+$257K	0.16%	126

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Laidlaw Wealth Management's ARKK Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 4,483 shares — an estimated $424K sold.

Laidlaw Wealth Management first reported a position in ARKK in Q2 2020 and held it in 7 quarters. The position peaked at $748K in Q1 2021. 743 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

Laidlaw Wealth Management reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,483 ARK Innovation ETF shares in Q1 2022, an estimated $424K.
Laidlaw Wealth Management first reported a position in ARK Innovation ETF in Q2 2020 and held it in 7 quarters.
Laidlaw Wealth Management's ARK Innovation ETF position peaked at $748K in Q1 2021.
743 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.