SIM
ARKK icon

Sonora Investment Management’s ARK Innovation ETF ARKK Stock Holding History

Sonora Investment 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
2021
Q3 		$23K Buy
212
+135
+175% +$16.3K ﹤0.01% 593
2021
Q2 		$10K Buy
+77
New +$8.97K ﹤0.01% 704

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management's ARKK Position: Q3 2021 in Review

Sonora Investment Management increased its ARK Innovation ETF (ARKK) stake by 175% in Q3 2021, buying an estimated $16.3K and bringing the position to 212 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Sonora Investment Management first reported a position in ARKK in Q2 2021 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

  • Sonora Investment Management held 212 shares of ARK Innovation ETF worth $23K as of Q3 2021.
  • Sonora Investment Management bought 135 ARK Innovation ETF shares in Q3 2021, an estimated $16.3K.
  • ARK Innovation ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #593 holding.
  • Sonora Investment Management first reported a position in ARK Innovation ETF in Q2 2021 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.