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Paul John Balson’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Paul John Balson’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
2020
Q4 		$811K Buy
16,310
+3,750
+30% +$169K 0.17% 41
2020
Q3 		$498K Buy
12,560
+960
+8% +$35.6K 0.12% 47
2020
Q2 		$366K Buy
+11,600
New +$306K 0.14% 54

Other funds holding ARKF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Paul John Balson's ARKF Position: Q4 2020 in Review

Paul John Balson increased its ARK Blockchain & Fintech Innovation ETF (ARKF) stake by 30% in Q4 2020, buying an estimated $169K and bringing the position to 16,310 shares worth $811K. The position accounts for 0.17% of the portfolio, ranked #41.

Paul John Balson first reported a position in ARKF in Q2 2020 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold ARKF as of Q4 2020.

  • Paul John Balson held 16,310 shares of ARK Blockchain & Fintech Innovation ETF worth $811K as of Q4 2020.
  • Paul John Balson bought 3,750 ARK Blockchain & Fintech Innovation ETF shares in Q4 2020, an estimated $169K.
  • ARK Blockchain & Fintech Innovation ETF made up 0.17% of Paul John Balson's portfolio in Q4 2020, its #41 holding.
  • Paul John Balson first reported a position in ARK Blockchain & Fintech Innovation ETF in Q2 2020 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.