Tallon Kerry Patrick’s ARK Innovation ETF ARKK Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$1.84M	Buy	+32,397	New	+$1.74M	1.77%	19

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Tallon Kerry Patrick's ARKK Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in ARK Innovation ETF (ARKK) in Q4 2024: 32,397 shares worth $1.84M. The stake represents 1.77% of the portfolio and ranks #19 among its holdings.

610 funds tracked by Wall St. Rank hold ARKK as of Q4 2024.

Tallon Kerry Patrick held 32,397 shares of ARK Innovation ETF worth $1.84M as of Q4 2024.
ARK Innovation ETF was a new Tallon Kerry Patrick position in Q4 2024.
ARK Innovation ETF made up 1.77% of Tallon Kerry Patrick's portfolio in Q4 2024, its #19 holding.
610 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.