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Simplicity Wealth’s ARK Innovation ETF ARKK Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-42,593
Closed -$1.87M – 534
2024
Q2 		$1.87M Sell
42,593
-141,888
-77% -$6.34M 0.04% 365
2024
Q1 		$9.24M Buy
+184,481
New +$9M 0.22% 90

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Simplicity Wealth's ARKK Position: Q3 2024 in Review

Simplicity Wealth sold out of ARK Innovation ETF (ARKK) in Q3 2024, closing a stake of 42,593 shares — an estimated $1.87M sold.

Simplicity Wealth first reported a position in ARKK in Q1 2024 and held it in 2 quarters. The position peaked at $9.24M in Q1 2024. 540 funds tracked by Wall St. Rank hold ARKK as of Q3 2024.

  • Simplicity Wealth reported no remaining ARK Innovation ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 42,593 ARK Innovation ETF shares in Q3 2024, an estimated $1.87M.
  • Simplicity Wealth first reported a position in ARK Innovation ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's ARK Innovation ETF position peaked at $9.24M in Q1 2024.
  • 540 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.