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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
2025
Q2 		– Sell
-235,000
Closed -$11.2M – 131
2025
Q1 		$11.2M Buy
+235,000
New +$13.5M 0.78% 19
2021
Q2 		– Sell
-250,000
Closed -$30M – 92
2021
Q1 		$30M Buy
+250,000
New +$33.8M 7.24% 2

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
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.