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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CAC
Cowen and Company New York $2.9B AUM 105.26% 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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return