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Redwood Wealth Management Group’s ARK Innovation ETF ARKK Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-30
Closed -$1.32K – 222
2024
Q2 		$1.32K Buy
+30
New +$1.34K ﹤0.01% 960

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Redwood Wealth Management Group's ARKK Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of ARK Innovation ETF (ARKK) in Q3 2024, closing a stake of 30 shares — an estimated $1.32K sold.

Redwood Wealth Management Group first reported a position in ARKK in Q2 2024 and held it in 1 quarter. The position peaked at $1.32K in Q2 2024. 543 funds tracked by Wall St. Rank hold ARKK as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining ARK Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 30 ARK Innovation ETF shares in Q3 2024, an estimated $1.32K.
  • Redwood Wealth Management Group first reported a position in ARK Innovation ETF in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's ARK Innovation ETF position peaked at $1.32K in Q2 2024.
  • 543 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.