Leelyn Smith’s ARK Innovation ETF ARKK Stock Holding History

Leelyn Smith’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
2023 Q1	–	Sell	-618	Closed	-$19.3K	–	128
2022 Q4	$19.3K	Buy	618 +96	+18%	+$3.43K	0.01%	262
2022 Q3	$20K	Sell	522 -2,051	-80%	-$91.3K	0.01%	228
2022 Q2	$103K	Sell	2,573 -14,479	-85%	-$689K	0.03%	153
2022 Q1	$1.13M	Buy	17,052 +3,900	+30%	+$275K	0.29%	75
2021 Q4	$1.24M	Sell	13,152 -2,234	-15%	-$244K	0.33%	73
2021 Q3	$1.7M	Buy	15,386 +1,972	+15%	+$237K	0.49%	61
2021 Q2	$1.75M	Buy	13,414 +939	+8%	+$109K	0.52%	60
2021 Q1	$1.5M	Buy	12,475 +12,300	+7,029%	+$1.66M	0.45%	66
2020 Q4	$22K	Hold	175	–	–	0.01%	230
2020 Q3	$16K	Hold	175	–	–	0.01%	236
2020 Q2	$12K	Hold	175	–	–	﹤0.01%	300
2020 Q1	$8K	Buy	+175	New	+$8.92K	﹤0.01%	253

Other funds holding ARKK

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

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Leelyn Smith's ARKK Position: Q1 2023 in Review

Leelyn Smith sold out of ARK Innovation ETF (ARKK) in Q1 2023, closing a stake of 618 shares — an estimated $19.3K sold.

Leelyn Smith first reported a position in ARKK in Q1 2020 and held it in 12 quarters. The position peaked at $1.75M in Q2 2021. 621 funds tracked by Wall St. Rank hold ARKK as of Q1 2023.

Leelyn Smith reported no remaining ARK Innovation ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 618 ARK Innovation ETF shares in Q1 2023, an estimated $19.3K.
Leelyn Smith first reported a position in ARK Innovation ETF in Q1 2020 and held it in 12 quarters.
Leelyn Smith's ARK Innovation ETF position peaked at $1.75M in Q2 2021.
621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.