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Lee Financial Group Hawaii’s ARK Innovation ETF ARKK Stock Holding History

Lee Financial Group Hawaii’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
-58,043
Closed -$3.85K – 36
2022
Q1 		$3.85K Buy
58,043
+7,890
+16% +$557K 2.62% 11
2021
Q4 		$4.74M Sell
50,153
-3,553
-7% -$388K 3.45% 10
2021
Q3 		$5.94M Sell
53,706
-13,258
-20% -$1.6M 4.37% 6
2021
Q2 		$8.76M Buy
66,964
+749
+1% +$87.3K 6.31% 5
2021
Q1 		$7.94M Buy
66,215
+21,438
+48% +$2.9M 6.52% 4
2020
Q4 		$5.57M Buy
44,777
+12,413
+38% +$1.35M 4.7% 6
2020
Q3 		$2.98M Buy
32,364
+12,438
+62% +$1.06M 2.47% 18
2020
Q2 		$1.42M Buy
+19,926
New +$1.17M 1.22% 19

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LPL Financial
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Wells Fargo
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JP Morgan Chase
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CAC
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return