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Sterling Investment Advisors (Pennsylvania)’s ARK Space & Defense Innovation ETF ARKX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio ARKX Stock Details ARKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$11K – 571
2021
Q2 		$11K Buy
+500
New +$10.3K ﹤0.01% 416

Other funds holding ARKX

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ARKX Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of ARK Space & Defense Innovation ETF (ARKX) in Q3 2021, closing a stake of 500 shares — an estimated $11K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ARKX in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 100 funds tracked by Wall St. Rank hold ARKX as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining ARK Space & Defense Innovation ETF position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 500 ARK Space & Defense Innovation ETF shares in Q3 2021, an estimated $11K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in ARK Space & Defense Innovation ETF in Q2 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s ARK Space & Defense Innovation ETF position peaked at $11K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held ARK Space & Defense Innovation ETF as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.