Teamwork Financial Advisors’s ARK Innovation ETF ARKK Stock Holding History

Teamwork Financial Advisors’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 Q2	–	Sell	-7,592	Closed	-$503K	–	208
2022 Q1	$503K	Sell	7,592 -3,485	-31%	-$246K	0.09%	172
2021 Q4	$1.05M	Sell	11,077 -4,587	-29%	-$501K	0.19%	114
2021 Q3	$1.73M	Sell	15,664 -160	-1%	-$19.3K	0.34%	56
2021 Q2	$2.07M	Buy	15,824 +3,388	+27%	+$395K	0.42%	44
2021 Q1	$1.49M	Sell	12,436 -327	-3%	-$44.2K	0.35%	53
2020 Q4	$1.59M	Buy	12,763 +715	+6%	+$77.5K	0.38%	48
2020 Q3	$1.11M	Buy	12,048 +5,802	+93%	+$497K	0.34%	64
2020 Q2	$445K	Buy	+6,246	New	+$365K	0.16%	117

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.25% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Teamwork Financial Advisors's ARKK Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of ARK Innovation ETF (ARKK) in Q2 2022, closing a stake of 7,592 shares — an estimated $503K sold.

Teamwork Financial Advisors first reported a position in ARKK in Q2 2020 and held it in 8 quarters. The position peaked at $2.07M in Q2 2021. 655 funds tracked by Wall St. Rank hold ARKK as of Q2 2022.

Teamwork Financial Advisors reported no remaining ARK Innovation ETF position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 7,592 ARK Innovation ETF shares in Q2 2022, an estimated $503K.
Teamwork Financial Advisors first reported a position in ARK Innovation ETF in Q2 2020 and held it in 8 quarters.
Teamwork Financial Advisors's ARK Innovation ETF position peaked at $2.07M in Q2 2021.
655 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.