Retirement Group’s ARK Innovation ETF ARKK Stock Holding History

Retirement 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 Q1	$10.5K	Hold	209	–	–	﹤0.01%	465
2023 Q4	$10.9K	Hold	209	–	–	﹤0.01%	430
2023 Q3	$8.29K	Sell	209 -192	-48%	-$8.46K	﹤0.01%	435
2023 Q2	$17.7K	Buy	401 +192	+92%	+$7.63K	0.01%	337
2023 Q1	$8K	Hold	209	–	–	﹤0.01%	415
2022 Q4	$7K	Buy	209 +50	+31%	+$1.79K	﹤0.01%	390
2022 Q3	$6K	Sell	159 -446	-74%	-$19.9K	﹤0.01%	307
2022 Q2	$24K	Buy	605 +53	+10%	+$2.52K	0.01%	286
2022 Q1	$37K	Sell	552 -47	-8%	-$3.32K	0.01%	256
2021 Q4	$57K	Hold	599	–	–	0.02%	213
2021 Q3	$66K	Hold	599	–	–	0.03%	197
2021 Q2	$78K	Sell	599 -1,783	-75%	-$208K	0.04%	184
2021 Q1	$286K	Buy	+2,382	New	+$322K	0.13%	104

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Retirement Group's ARKK Position: Q1 2024 in Review

Retirement Group held its ARK Innovation ETF (ARKK) position steady in Q1 2024 at 209 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Retirement Group first reported a position in ARKK in Q1 2021 and has held it in 13 quarters since. The position peaked at $286K in Q1 2021. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

Retirement Group held 209 shares of ARK Innovation ETF worth $10.5K as of Q1 2024.
Retirement Group left its ARK Innovation ETF share count unchanged in Q1 2024.
ARK Innovation ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #465 holding.
Retirement Group first reported a position in ARK Innovation ETF in Q1 2021 and has held it in 13 quarters since.
Retirement Group's ARK Innovation ETF position peaked at $286K in Q1 2021.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.