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Perennial Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

Perennial Investment 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
Q1 		– Sell
-5,000
Closed -$262K – 361
2023
Q4 		$262K Buy
+5,000
New +$216K 0.04% 268
2023
Q2 		– Sell
-5,000
Closed -$202K – 362
2023
Q1 		$202K Buy
+5,000
New +$192K 0.04% 313

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perennial Investment Advisors's ARKK Position: Q1 2024 in Review

Perennial Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 6,686 shares — an estimated $88.2K sold.

Perennial Investment Advisors first reported a position in ARKK in Q4 2020 and held it in 10 quarters. The position peaked at $703K in Q1 2021. 638 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

  • Perennial Investment Advisors reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 6,686 ARK Innovation ETF shares in Q1 2024, an estimated $88.2K.
  • Perennial Investment Advisors first reported a position in ARK Innovation ETF in Q4 2020 and held it in 10 quarters.
  • Perennial Investment Advisors's ARK Innovation ETF position peaked at $703K in Q1 2021.
  • 638 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on Perennial Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.