Revolve Wealth Partners’s ARK Innovation ETF ARKK Stock Holding History

Revolve Wealth Partners’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
2023 Q2	–	Sell	-8,294	Closed	-$335K	–	149
2023 Q1	$335K	Hold	8,294	–	–	0.09%	105
2022 Q4	$259K	Sell	8,294 -34	-0.4%	-$1.22K	0.07%	118
2022 Q3	$314K	Sell	8,328 -712	-8%	-$31.7K	0.1%	87
2022 Q2	$361K	Buy	9,040 +927	+11%	+$44.1K	0.12%	85
2022 Q1	$538K	Buy	8,113 +191	+2%	+$13.5K	0.16%	72
2021 Q4	$749K	Buy	+7,922	New	+$865K	0.22%	65

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Revolve Wealth Partners's ARKK Position: Q2 2023 in Review

Revolve Wealth Partners sold out of ARK Innovation ETF (ARKK) in Q2 2023, closing a stake of 8,294 shares — an estimated $335K sold.

Revolve Wealth Partners first reported a position in ARKK in Q4 2021 and held it in 6 quarters. The position peaked at $749K in Q4 2021. 599 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

Revolve Wealth Partners reported no remaining ARK Innovation ETF position as of Q2 2023 after selling out during the quarter.
Revolve Wealth Partners sold 8,294 ARK Innovation ETF shares in Q2 2023, an estimated $335K.
Revolve Wealth Partners first reported a position in ARK Innovation ETF in Q4 2021 and held it in 6 quarters.
Revolve Wealth Partners's ARK Innovation ETF position peaked at $749K in Q4 2021.
599 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on Revolve Wealth Partners's 13F filing for Q2 2023, filed 20 Jul 2023.