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

Sculati 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 Q2	–	Sell	-4,394	Closed	-$220K	–	103
2024 Q1	$220K	Sell	4,394 -2,986	-40%	-$146K	0.09%	95
2023 Q4	$386K	Sell	7,380 -833	-10%	-$36.1K	0.18%	78
2023 Q3	$326K	Hold	8,213	–	–	0.17%	82
2023 Q2	$363K	Sell	8,213 -408	-5%	-$16.2K	0.18%	82
2023 Q1	$348K	Sell	8,621 -52	-0.6%	-$1.99K	0.18%	83
2022 Q4	$271K	Sell	8,673 -534	-6%	-$19.1K	0.15%	91
2022 Q3	$347K	Buy	9,207 +550	+6%	+$24.5K	0.2%	90
2022 Q2	$345K	Buy	8,657 +1,610	+23%	+$76.6K	0.2%	89
2022 Q1	$467K	Buy	7,047 +2,559	+57%	+$181K	0.23%	85
2021 Q4	$425K	Buy	+4,488	New	+$490K	0.21%	87

Other funds holding ARKK

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sculati Wealth Management's ARKK Position: Q2 2024 in Review

Sculati Wealth Management sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 4,394 shares — an estimated $220K sold.

Sculati Wealth Management first reported a position in ARKK in Q4 2021 and held it in 10 quarters. The position peaked at $467K in Q1 2022. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

Sculati Wealth Management reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
Sculati Wealth Management sold 4,394 ARK Innovation ETF shares in Q2 2024, an estimated $220K.
Sculati Wealth Management first reported a position in ARK Innovation ETF in Q4 2021 and held it in 10 quarters.
Sculati Wealth Management's ARK Innovation ETF position peaked at $467K in Q1 2022.
590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on Sculati Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.