Surevest’s ARK Innovation ETF ARKK Stock Holding History

Surevest’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
2022 Q3	$32K	Buy	+850	New	+$37.8K	0.01%	212

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Surevest's ARKK Position: Q3 2022 in Review

Surevest opened a new position in ARK Innovation ETF (ARKK) in Q3 2022: 850 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #212 among its holdings.

618 funds tracked by Wall St. Rank hold ARKK as of Q3 2022.

Surevest held 850 shares of ARK Innovation ETF worth $32K as of Q3 2022.
ARK Innovation ETF was a new Surevest position in Q3 2022.
ARK Innovation ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #212 holding.
618 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.