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Navis Wealth Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Navis Wealth Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,000
Closed -$398K – 117
2020
Q4 		$398K Buy
+8,000
New +$361K 0.36% 54

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RJFSA
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Royal Bank of Canada
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CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
MIAN
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Osaic Holdings
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Navis Wealth Advisors's ARKF Position: Q1 2021 in Review

Navis Wealth Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2021, closing a stake of 8,000 shares — an estimated $398K sold.

Navis Wealth Advisors first reported a position in ARKF in Q4 2020 and held it in 1 quarter. The position peaked at $398K in Q4 2020. 324 funds tracked by Wall St. Rank hold ARKF as of Q1 2021.

  • Navis Wealth Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 8,000 ARK Blockchain & Fintech Innovation ETF shares in Q1 2021, an estimated $398K.
  • Navis Wealth Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $398K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.