LM Advisors’s ARK Innovation ETF ARKK Stock Holding History

LM 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
2024 Q1	–	Sell	-522	Closed	-$27.3K	–	247
2023 Q4	$27.3K	Buy	+522	New	+$22.6K	0.01%	396

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

LM Advisors's ARKK Position: Q1 2024 in Review

LM Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 522 shares — an estimated $27.3K sold.

LM Advisors first reported a position in ARKK in Q4 2023 and held it in 1 quarter. The position peaked at $27.3K in Q4 2023. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

LM Advisors reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 522 ARK Innovation ETF shares in Q1 2024, an estimated $27.3K.
LM Advisors first reported a position in ARK Innovation ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's ARK Innovation ETF position peaked at $27.3K in Q4 2023.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.