MD Financial Management
ARKK icon

MD Financial Management’s ARK Innovation ETF ARKK Stock Holding History

MD Financial Management’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
2021
Q4 		– Sell
-15
Closed -$2K – 306
2021
Q3 		$2K Buy
+15
New +$1.81K ﹤0.01% 298

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LPL Financial
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Wells Fargo
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JP Morgan Chase
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State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MD Financial Management's ARKK Position: Q4 2021 in Review

MD Financial Management sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 15 shares — an estimated $2K sold.

MD Financial Management first reported a position in ARKK in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

  • MD Financial Management reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • MD Financial Management sold 15 ARK Innovation ETF shares in Q4 2021, an estimated $2K.
  • MD Financial Management first reported a position in ARK Innovation ETF in Q3 2021 and held it in 1 quarter.
  • MD Financial Management's ARK Innovation ETF position peaked at $2K in Q3 2021.
  • 845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.