Lee Financial’s ARK Innovation ETF ARKK Stock Holding History

Lee Financial’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 Q1	–	Sell	-165	Closed	-$8.64K	–	194
2023 Q4	$8.64K	Hold	165	–	–	﹤0.01%	460
2023 Q3	$6.55K	Sell	165 -19	-10%	-$838	﹤0.01%	480
2023 Q2	$8.1K	Hold	184	–	–	﹤0.01%	442
2023 Q1	$7.41K	Hold	184	–	–	﹤0.01%	466
2022 Q4	$5.74K	Hold	184	–	–	﹤0.01%	534
2022 Q3	$7K	Hold	184	–	–	﹤0.01%	485
2022 Q2	$7K	Buy	184 +19	+12%	+$904	﹤0.01%	497
2022 Q1	$11K	Buy	+165	New	+$11.6K	﹤0.01%	416

Other funds holding ARKK

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's ARKK Position: Q1 2024 in Review

Lee Financial sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 165 shares — an estimated $8.64K sold.

Lee Financial first reported a position in ARKK in Q1 2022 and held it in 8 quarters. The position peaked at $11K in Q1 2022. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

Lee Financial reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 165 ARK Innovation ETF shares in Q1 2024, an estimated $8.64K.
Lee Financial first reported a position in ARK Innovation ETF in Q1 2022 and held it in 8 quarters.
Lee Financial's ARK Innovation ETF position peaked at $11K in Q1 2022.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.