Legacy Wealth Planning’s ARK Innovation ETF ARKK Stock Holding History

Legacy Wealth Planning’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 Q3	$409K	Buy	10,853 +812	+8%	+$36.2K	0.68%	36
2022 Q2	$400K	Buy	10,041 +166	+2%	+$7.9K	0.57%	39
2022 Q1	$655K	Buy	9,875 +994	+11%	+$70.1K	0.77%	31
2021 Q4	$840K	Sell	8,881 -1,254	-12%	-$137K	0.96%	25
2021 Q3	$1.12M	Buy	10,135 +360	+4%	+$43.3K	1.25%	20
2021 Q2	$1.28M	Buy	9,775 +205	+2%	+$23.9K	1.46%	17
2021 Q1	$1.15M	Buy	9,570 +1,631	+21%	+$221K	1.46%	18
2020 Q4	$988K	Buy	7,939 +327	+4%	+$35.4K	1.27%	21
2020 Q3	$700K	Buy	7,612 +150	+2%	+$12.8K	0.8%	27
2020 Q2	$532K	Buy	7,462 +7,186	+2,604%	+$420K	0.63%	32
2020 Q1	$276K	Buy	+276	New	+$14.1K	0.44%	49

Other funds holding ARKK

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

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

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legacy Wealth Planning's ARKK Position: Q3 2022 in Review

Legacy Wealth Planning increased its ARK Innovation ETF (ARKK) stake by 8.1% in Q3 2022, buying an estimated $36.2K and bringing the position to 10,853 shares worth $409K. The position accounts for 0.68% of the portfolio, ranked #36.

Legacy Wealth Planning first reported a position in ARKK in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.28M in Q2 2021. 618 funds tracked by Wall St. Rank hold ARKK as of Q3 2022.

Legacy Wealth Planning held 10,853 shares of ARK Innovation ETF worth $409K as of Q3 2022.
Legacy Wealth Planning bought 812 ARK Innovation ETF shares in Q3 2022, an estimated $36.2K.
ARK Innovation ETF made up 0.68% of Legacy Wealth Planning's portfolio in Q3 2022, its #36 holding.
Legacy Wealth Planning first reported a position in ARK Innovation ETF in Q1 2020 and has held it in 11 quarters since.
Legacy Wealth Planning's ARK Innovation ETF position peaked at $1.28M in Q2 2021.
618 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.