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Scissortail Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Scissortail Wealth Management’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 		– Sell
-6,474
Closed -$311K – 125
2023
Q4 		$311K Buy
+6,474
New +$280K 0.1% 124
2023
Q1 		– Sell
-6,188
Closed -$242K – 48
2022
Q4 		$242K Buy
+6,188
New +$221K 0.14% 98

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Scissortail Wealth Management's ARKK Position: Q1 2024 in Review

Scissortail Wealth Management sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 6,474 shares — an estimated $311K sold.

Scissortail Wealth Management first reported a position in ARKK in Q4 2022 and held it in 2 quarters. The position peaked at $311K in Q4 2023. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

  • Scissortail Wealth Management reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 6,474 ARK Innovation ETF shares in Q1 2024, an estimated $311K.
  • Scissortail Wealth Management first reported a position in ARK Innovation ETF in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's ARK Innovation ETF position peaked at $311K in Q4 2023.
  • 637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.