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Means Investment Company’s ARK Innovation ETF ARKK Stock Holding History

Means Investment Company’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
Q1 		– Sell
-1,369
Closed -$212K – 188
2020
Q4 		$212K Buy
+1,369
New +$148K 0.05% 169

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Royal Bank of Canada
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Means Investment Company's ARKK Position: Q1 2021 in Review

Means Investment Company sold out of ARK Innovation ETF (ARKK) in Q1 2021, closing a stake of 1,369 shares — an estimated $212K sold.

Means Investment Company first reported a position in ARKK in Q4 2020 and held it in 1 quarter. The position peaked at $212K in Q4 2020. 791 funds tracked by Wall St. Rank hold ARKK as of Q1 2021.

  • Means Investment Company reported no remaining ARK Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • Means Investment Company sold 1,369 ARK Innovation ETF shares in Q1 2021, an estimated $212K.
  • Means Investment Company first reported a position in ARK Innovation ETF in Q4 2020 and held it in 1 quarter.
  • Means Investment Company's ARK Innovation ETF position peaked at $212K in Q4 2020.
  • 791 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2021.

Based on Means Investment Company's 13F filing for Q1 2021, filed 5 Apr 2021.