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Sterling Financial Planning’s ARK Innovation ETF ARKK Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,561
Closed -$173K – 116
2021
Q3 		$173K Hold
1,561
– – 0.11% 96
2021
Q2 		$204K Sell
1,561
-84
-5% -$9.79K 0.13% 84
2021
Q1 		$197K Sell
1,645
-199
-11% -$26.9K 0.14% 80
2020
Q4 		$230K Buy
+1,844
New +$200K 0.19% 65

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sterling Financial Planning sold out of ARK Innovation ETF (ARKK) in Q4 2021, closing a stake of 1,561 shares — an estimated $173K sold.

Sterling Financial Planning first reported a position in ARKK in Q4 2020 and held it in 4 quarters. The position peaked at $230K in Q4 2020. 845 funds tracked by Wall St. Rank hold ARKK as of Q4 2021.

  • Sterling Financial Planning reported no remaining ARK Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,561 ARK Innovation ETF shares in Q4 2021, an estimated $173K.
  • Sterling Financial Planning first reported a position in ARK Innovation ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's ARK Innovation ETF position peaked at $230K in Q4 2020.
  • 845 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2021.

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