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Sterling Financial Planning’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-300
Closed -$15K – 114
2021
Q3 		$15K Buy
+300
New +$15.7K 0.01% 281

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Goldman Sachs
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National Bank of Canada
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CCA
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RJFSA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sterling Financial Planning's ARKF Position: Q4 2021 in Review

Sterling Financial Planning sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2021, closing a stake of 300 shares — an estimated $15K sold.

Sterling Financial Planning first reported a position in ARKF in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

  • Sterling Financial Planning reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 300 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $15K.
  • Sterling Financial Planning first reported a position in ARK Blockchain & Fintech Innovation ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's ARK Blockchain & Fintech Innovation ETF position peaked at $15K in Q3 2021.
  • 295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.