S.E.E.D. Planning Group’s ARK Innovation ETF ARKK Stock Holding History

S.E.E.D. Planning 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
2023 Q2	–	Sell	-5,000	Closed	-$202K	–	91
2023 Q1	$202K	Buy	+5,000	New	+$192K	0.08%	85

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

S.E.E.D. Planning Group's ARKK Position: Q2 2023 in Review

S.E.E.D. Planning Group sold out of ARK Innovation ETF (ARKK) in Q2 2023, closing a stake of 5,000 shares — an estimated $202K sold.

S.E.E.D. Planning Group first reported a position in ARKK in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 599 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

S.E.E.D. Planning Group reported no remaining ARK Innovation ETF position as of Q2 2023 after selling out during the quarter.
S.E.E.D. Planning Group sold 5,000 ARK Innovation ETF shares in Q2 2023, an estimated $202K.
S.E.E.D. Planning Group first reported a position in ARK Innovation ETF in Q1 2023 and held it in 1 quarter.
S.E.E.D. Planning Group's ARK Innovation ETF position peaked at $202K in Q1 2023.
599 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2023, filed 18 Jul 2023.