SWM
ARKK icon

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

SilverOak 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
Q4 		– Sell
-18,104
Closed -$860K – 101
2024
Q3 		$860K Sell
18,104
-415
-2% -$18.6K 0.19% 45
2024
Q2 		$814K Buy
18,519
+658
+4% +$29.4K 0.2% 45
2024
Q1 		$894K Buy
17,861
+514
+3% +$25.1K 0.22% 42
2023
Q4 		$908K Buy
+17,347
New +$751K 0.25% 38

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SilverOak Wealth Management's ARKK Position: Q4 2024 in Review

SilverOak Wealth Management sold out of ARK Innovation ETF (ARKK) in Q4 2024, closing a stake of 18,104 shares — an estimated $860K sold.

SilverOak Wealth Management first reported a position in ARKK in Q4 2023 and held it in 4 quarters. The position peaked at $908K in Q4 2023. 610 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

  • SilverOak Wealth Management reported no remaining ARK Innovation ETF position as of Q4 2024 after selling out during the quarter.
  • SilverOak Wealth Management sold 18,104 ARK Innovation ETF shares in Q4 2024, an estimated $860K.
  • SilverOak Wealth Management first reported a position in ARK Innovation ETF in Q4 2023 and held it in 4 quarters.
  • SilverOak Wealth Management's ARK Innovation ETF position peaked at $908K in Q4 2023.
  • 610 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on SilverOak Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.