Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s ARK Innovation ETF ARKK Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,640
Closed -$65K – 61
2023
Q3 		$65K Buy
+1,640
New +$72.3K 0.02% 161

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Legacy Financial Group (Iowa)'s ARKK Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 1,640 shares — an estimated $65K sold.

Legacy Financial Group (Iowa) first reported a position in ARKK in Q3 2023 and held it in 1 quarter. The position peaked at $65K in Q3 2023. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,640 ARK Innovation ETF shares in Q4 2023, an estimated $65K.
  • Legacy Financial Group (Iowa) first reported a position in ARK Innovation ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s ARK Innovation ETF position peaked at $65K in Q3 2023.
  • 670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.