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SPC Financial Inc’s ARK Innovation ETF ARKK Stock Holding History

SPC Financial Inc’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
-4,645
Closed -$233K – 244
2024
Q1 		$233K Sell
4,645
-246
-5% -$12K 0.02% 217
2023
Q4 		$256K Buy
+4,891
New +$212K 0.03% 197
2023
Q3 		– Sell
-5,725
Closed -$253K – 208
2023
Q2 		$253K Buy
+5,725
New +$228K 0.03% 195
2022
Q1 		– Sell
-2,185
Closed -$207K – 191
2021
Q4 		$207K Buy
+2,185
New +$239K 0.02% 184

Other funds holding ARKK

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
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

SPC Financial Inc's ARKK Position: Q2 2024 in Review

SPC Financial Inc sold out of ARK Innovation ETF (ARKK) in Q2 2024, closing a stake of 4,645 shares — an estimated $233K sold.

SPC Financial Inc first reported a position in ARKK in Q4 2021 and held it in 4 quarters. The position peaked at $256K in Q4 2023. 590 funds tracked by Wall St. Rank hold ARKK as of Q2 2024.

  • SPC Financial Inc reported no remaining ARK Innovation ETF position as of Q2 2024 after selling out during the quarter.
  • SPC Financial Inc sold 4,645 ARK Innovation ETF shares in Q2 2024, an estimated $233K.
  • SPC Financial Inc first reported a position in ARK Innovation ETF in Q4 2021 and held it in 4 quarters.
  • SPC Financial Inc's ARK Innovation ETF position peaked at $256K in Q4 2023.
  • 590 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2024.

Based on SPC Financial Inc's 13F filing for Q2 2024, filed 2 Aug 2024.