Symmetry Investments’s ARK Innovation ETF ARKK Stock Holding History

Symmetry Investments’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
2023 Q4	–	Sell	-55,889	Closed	-$2.22M	–	198
2023 Q3	$2.22M	Buy	+55,889	New	+$2.46M	0.45%	63

Other funds holding ARKK

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Symmetry Investments's ARKK Position: Q4 2023 in Review

Symmetry Investments sold out of ARK Innovation ETF (ARKK) in Q4 2023, closing a stake of 55,889 shares — an estimated $2.22M sold.

Symmetry Investments first reported a position in ARKK in Q3 2023 and held it in 1 quarter. The position peaked at $2.22M in Q3 2023. 670 funds tracked by Wall St. Rank hold ARKK as of Q4 2023.

Symmetry Investments reported no remaining ARK Innovation ETF position as of Q4 2023 after selling out during the quarter.
Symmetry Investments sold 55,889 ARK Innovation ETF shares in Q4 2023, an estimated $2.22M.
Symmetry Investments first reported a position in ARK Innovation ETF in Q3 2023 and held it in 1 quarter.
Symmetry Investments's ARK Innovation ETF position peaked at $2.22M in Q3 2023.
670 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2023.

Based on Symmetry Investments's 13F filing for Q4 2023, filed 14 Feb 2024.