Sequoia Financial Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Sequoia Financial Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,601	Closed	-$229K	–	673
2021 Q4	$229K	Buy	+5,601	New	+$270K	0.01%	520
2021 Q3	–	Sell	-14,682	Closed	-$794K	–	270
2021 Q2	$794K	Buy	14,682 +9,538	+185%	+$488K	0.03%	225
2021 Q1	$263K	Buy	+5,144	New	+$280K	0.01%	371

Other funds holding ARKF

Goldman Sachs New York $871B AUM 31.28% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Sequoia Financial Advisors's ARKF Position: Q1 2022 in Review

Sequoia Financial Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2022, closing a stake of 5,601 shares — an estimated $229K sold.

Sequoia Financial Advisors first reported a position in ARKF in Q1 2021 and held it in 3 quarters. The position peaked at $794K in Q2 2021. 252 funds tracked by Wall St. Rank hold ARKF as of Q1 2022.

Sequoia Financial Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2022 after selling out during the quarter.
Sequoia Financial Advisors sold 5,601 ARK Blockchain & Fintech Innovation ETF shares in Q1 2022, an estimated $229K.
Sequoia Financial Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 3 quarters.
Sequoia Financial Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $794K in Q2 2021.
252 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2022.

Based on Sequoia Financial Advisors's 13F filing for Q1 2022, filed 13 May 2022.