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Taylor Wealth Management Partners’s ARK Innovation ETF ARKK Stock Holding History

Taylor Wealth Management Partners’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
2019
Q1 		– Sell
-15
Closed -$1K – 52
2018
Q4 		$1K Hold
15
– – ﹤0.01% 124
2018
Q3 		$1K Hold
15
– – ﹤0.01% 133
2018
Q2 		$1K Hold
15
– – ﹤0.01% 135
2018
Q1 		$1K Hold
15
– – ﹤0.01% 129
2017
Q4 		$1K Buy
+15
New +$539 ﹤0.01% 152

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Taylor Wealth Management Partners's ARKK Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of ARK Innovation ETF (ARKK) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

Taylor Wealth Management Partners first reported a position in ARKK in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 166 funds tracked by Wall St. Rank hold ARKK as of Q1 2019.

  • Taylor Wealth Management Partners reported no remaining ARK Innovation ETF position as of Q1 2019 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 15 ARK Innovation ETF shares in Q1 2019, an estimated $1K.
  • Taylor Wealth Management Partners first reported a position in ARK Innovation ETF in Q4 2017 and held it in 5 quarters.
  • Taylor Wealth Management Partners's ARK Innovation ETF position peaked at $1K in Q4 2018.
  • 166 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.