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Northwest Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Northwest Financial 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
Q4 		– Sell
-102
Closed -$4.85K – 133
2024
Q3 		$4.85K Buy
+102
New +$4.58K ﹤0.01% 444
2024
Q1 		– Sell
-242
Closed -$12.7K – 113
2023
Q4 		$12.7K Buy
+242
New +$10.5K 0.01% 355

Other funds holding ARKK

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwest Financial Advisors's ARKK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 102 shares — an estimated $4.85K sold.

Northwest Financial Advisors first reported a position in ARKK in Q4 2023 and held it in 2 quarters. The position peaked at $12.7K in Q4 2023. 609 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 102 ARK Innovation ETF shares in Q4 2024, an estimated $4.85K.
  • Northwest Financial Advisors first reported a position in ARK Innovation ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's ARK Innovation ETF position peaked at $12.7K in Q4 2023.
  • 609 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.