Private Vista’s ARK Innovation ETF ARKK Stock Holding History

Private Vista’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
2020 Q2	$290K	Buy	+4,045	New	+$237K	0.14%	87

Other funds holding ARKK

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Private Vista's ARKK Position: Q2 2020 in Review

Private Vista opened a new position in ARK Innovation ETF (ARKK) in Q2 2020: 4,045 shares worth $290K. The stake represents 0.14% of the portfolio and ranks #87 among its holdings.

313 funds tracked by Wall St. Rank hold ARKK as of Q2 2020.

Private Vista held 4,045 shares of ARK Innovation ETF worth $290K as of Q2 2020.
ARK Innovation ETF was a new Private Vista position in Q2 2020.
ARK Innovation ETF made up 0.14% of Private Vista's portfolio in Q2 2020, its #87 holding.
313 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.