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Personal CFO Solutions’s ARK Innovation ETF ARKK Stock Holding History

Personal CFO Solutions’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
-5,243
Closed -$249K – 462
2024
Q3 		$249K Sell
5,243
-554
-10% -$24.9K 0.03% 476
2024
Q2 		$255K Sell
5,797
-2,042
-26% -$91.2K 0.04% 436
2024
Q1 		$393K Sell
7,839
-270
-3% -$13.2K 0.06% 314
2023
Q4 		$425K Buy
8,109
+397
+5% +$17.2K 0.07% 276
2023
Q3 		$306K Sell
7,712
-249
-3% -$11K 0.06% 315
2023
Q2 		$351K Sell
7,961
-181
-2% -$7.2K 0.07% 296
2023
Q1 		$328K Buy
8,142
+445
+6% +$17.1K 0.07% 283
2022
Q4 		$247K Sell
7,697
-3,842
-33% -$137K 0.05% 358
2022
Q3 		$435K Sell
11,539
-2,331
-17% -$104K 0.11% 173
2022
Q2 		$553K Sell
13,870
-3,076
-18% -$146K 0.13% 139
2022
Q1 		$1.12M Sell
16,946
-865
-5% -$61K 0.22% 93
2021
Q4 		$1.69M Sell
17,811
-178
-1% -$19.4K 0.32% 57
2021
Q3 		$1.99M Sell
17,989
-273
-1% -$32.9K 0.41% 45
2021
Q2 		$2.39M Sell
18,262
-1,591
-8% -$185K 0.49% 38
2021
Q1 		$2.38M Buy
19,853
+998
+5% +$135K 0.51% 38
2020
Q4 		$2.35M Buy
18,855
+3,222
+21% +$349K 0.58% 37
2020
Q3 		$1M Buy
15,633
+4,638
+42% +$397K 0.33% 58
2020
Q2 		$784K Buy
10,995
+2,231
+25% +$131K 0.23% 90
2020
Q1 		$386K Sell
8,764
-7,015
-44% -$358K 0.14% 142
2019
Q4 		$790K Buy
15,779
+373
+2% +$17.3K 0.23% 93
2019
Q3 		$661K Buy
+15,406
New +$707K 0.26% 98

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Personal CFO Solutions's ARKK Position: Q4 2024 in Review

Personal CFO Solutions sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 5,243 shares — an estimated $249K sold.

Personal CFO Solutions first reported a position in ARKK in Q3 2019 and held it in 21 quarters. The position peaked at $2.39M in Q2 2021. 610 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

  • Personal CFO Solutions reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,243 ARK Innovation ETF shares in Q4 2024, an estimated $249K.
  • Personal CFO Solutions first reported a position in ARK Innovation ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's ARK Innovation ETF position peaked at $2.39M in Q2 2021.
  • 610 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.