Lenox Wealth Advisors’s ARK Innovation ETF ARKK Stock Holding History

Lenox Wealth Advisors’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 Q1	$15K	Buy	244 +34	+16%	+$2.4K	﹤0.01%	415
2021 Q4	$20K	Sell	210 -32	-13%	-$3.49K	﹤0.01%	393
2021 Q3	$27K	Buy	242 +55	+29%	+$6.62K	﹤0.01%	313
2021 Q2	$24K	Buy	187 +90	+93%	+$10.5K	﹤0.01%	325
2021 Q1	$12K	Buy	+97	New	+$13.1K	﹤0.01%	377

Other funds holding ARKK

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

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lenox Wealth Advisors's ARKK Position: Q1 2022 in Review

Lenox Wealth Advisors increased its ARK Innovation ETF (ARKK) stake by 16% in Q1 2022, buying an estimated $2.4K and bringing the position to 244 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Lenox Wealth Advisors first reported a position in ARKK in Q1 2021 and has held it in 5 quarters since. The position peaked at $27K in Q3 2021. 744 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

Lenox Wealth Advisors held 244 shares of ARK Innovation ETF worth $15K as of Q1 2022.
Lenox Wealth Advisors bought 34 ARK Innovation ETF shares in Q1 2022, an estimated $2.4K.
ARK Innovation ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #415 holding.
Lenox Wealth Advisors first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 5 quarters since.
Lenox Wealth Advisors's ARK Innovation ETF position peaked at $27K in Q3 2021.
744 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.