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Naples Money Management’s ARK Innovation ETF ARKK Stock Holding History

Naples Money 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
2024
Q3 		$42.5K Sell
894
-725
-45% -$32.6K 0.04% 95
2024
Q2 		$72K Hold
1,619
– – 0.06% 73
2024
Q1 		$81.1K Sell
1,619
-1
-0.1% -$49 0.08% 76
2023
Q4 		$84.8K Buy
+1,620
New +$70.1K 0.08% 78

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Naples Money Management's ARKK Position: Q3 2024 in Review

Naples Money Management reduced its ARK Innovation ETF (ARKK) stake by 45% in Q3 2024, selling an estimated $32.6K and leaving 894 shares worth $42.5K. The position accounts for 0.04% of the portfolio, ranked #95.

Naples Money Management first reported a position in ARKK in Q4 2023 and has held it in 4 quarters since. The position peaked at $84.8K in Q4 2023. 541 funds tracked by Wall St. Rank hold ARKK as of Q3 2024.

  • Naples Money Management held 894 shares of ARK Innovation ETF worth $42.5K as of Q3 2024.
  • Naples Money Management sold 725 ARK Innovation ETF shares in Q3 2024, an estimated $32.6K.
  • ARK Innovation ETF made up 0.04% of Naples Money Management's portfolio in Q3 2024, its #95 holding.
  • Naples Money Management first reported a position in ARK Innovation ETF in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's ARK Innovation ETF position peaked at $84.8K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.