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

Plotkin 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
2021 Q4	–	Sell	-2,081	Closed	-$230K	–	87
2021 Q3	$230K	Sell	2,081 -1,675	-45%	-$202K	0.14%	82
2021 Q2	$491K	Sell	3,756 -68,226	-95%	-$7.95M	0.27%	57
2021 Q1	$8.63M	Buy	71,982 +14,781	+26%	+$2M	5.28%	2
2020 Q4	$7.12M	Buy	+57,201	New	+$6.2M	4.7%	5

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plotkin Financial Advisors's ARKK Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 2,081 shares — an estimated $230K sold.

Plotkin Financial Advisors first reported a position in ARKK in Q4 2020 and held it in 4 quarters. The position peaked at $8.63M in Q1 2021. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

Plotkin Financial Advisors reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
Plotkin Financial Advisors sold 2,081 ARK Innovation ETF shares in Q4 2021, an estimated $230K.
Plotkin Financial Advisors first reported a position in ARK Innovation ETF in Q4 2020 and held it in 4 quarters.
Plotkin Financial Advisors's ARK Innovation ETF position peaked at $8.63M in Q1 2021.
845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.