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Truepoint Inc’s ARK Innovation ETF ARKK Stock Holding History

Truepoint Inc’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
Q4 		– Sell
-7,500
Closed -$283K – 153
2022
Q3 		$283K Hold
7,500
– – 0.01% 126
2022
Q2 		$299K Sell
7,500
-2,500
-25% -$119K 0.02% 134
2022
Q1 		$663K Buy
+10,000
New +$706K 0.03% 74

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AWA
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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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truepoint Inc's ARKK Position: Q4 2022 in Review

Truepoint Inc sold out of ARK Innovation ETF (ARKK) in Q4 2022, closing a stake of 7,500 shares — an estimated $283K sold.

Truepoint Inc first reported a position in ARKK in Q1 2022 and held it in 3 quarters. The position peaked at $663K in Q1 2022. 595 funds tracked by Wall St. Rank hold ARKK as of Q4 2022.

  • Truepoint Inc reported no remaining ARK Innovation ETF position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 7,500 ARK Innovation ETF shares in Q4 2022, an estimated $283K.
  • Truepoint Inc first reported a position in ARK Innovation ETF in Q1 2022 and held it in 3 quarters.
  • Truepoint Inc's ARK Innovation ETF position peaked at $663K in Q1 2022.
  • 595 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.