Tri Locum Partners’s ARK Innovation ETF ARKK Stock Holding History

Tri Locum 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
2023 Q2	–	Sell	-350,000	Closed	-$14.1M	–	65
2023 Q1	$14.1M	Buy	+350,000	New	+$13.4M	4.3%	8

Other funds holding ARKK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tri Locum Partners's ARKK Position: Q2 2023 in Review

Tri Locum Partners sold out of ARK Innovation ETF (ARKK) in Q2 2023, closing a stake of 350,000 shares — an estimated $14.1M sold.

Tri Locum Partners first reported a position in ARKK in Q1 2023 and held it in 1 quarter. The position peaked at $14.1M in Q1 2023. 597 funds tracked by Wall St. Rank hold ARKK as of Q2 2023.

Tri Locum Partners reported no remaining ARK Innovation ETF position as of Q2 2023 after selling out during the quarter.
Tri Locum Partners sold 350,000 ARK Innovation ETF shares in Q2 2023, an estimated $14.1M.
Tri Locum Partners first reported a position in ARK Innovation ETF in Q1 2023 and held it in 1 quarter.
Tri Locum Partners's ARK Innovation ETF position peaked at $14.1M in Q1 2023.
597 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2023.

Based on Tri Locum Partners's 13F filing for Q2 2023, filed 14 Aug 2023.