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Professional Planning’s ARK Innovation ETF ARKK Stock Holding History

Professional Planning’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
Q3 		$256K Buy
2,325
+83
+4% +$9.99K 0.12% 112
2021
Q2 		$293K Sell
2,242
-2,104
-48% -$245K 0.13% 105
2021
Q1 		$521K Buy
4,346
+2,347
+117% +$318K 0.25% 67
2020
Q4 		$249K Buy
+1,999
New +$217K 0.1% 121

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Professional Planning's ARKK Position: Q3 2021 in Review

Professional Planning increased its ARK Innovation ETF (ARKK) stake by 3.7% in Q3 2021, buying an estimated $9.99K and bringing the position to 2,325 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #112.

Professional Planning first reported a position in ARKK in Q4 2020 and has held it in 4 quarters since. The position peaked at $521K in Q1 2021. 798 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

  • Professional Planning held 2,325 shares of ARK Innovation ETF worth $256K as of Q3 2021.
  • Professional Planning bought 83 ARK Innovation ETF shares in Q3 2021, an estimated $9.99K.
  • ARK Innovation ETF made up 0.12% of Professional Planning's portfolio in Q3 2021, its #112 holding.
  • Professional Planning first reported a position in ARK Innovation ETF in Q4 2020 and has held it in 4 quarters since.
  • Professional Planning's ARK Innovation ETF position peaked at $521K in Q1 2021.
  • 798 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.