UMB Bank’s ARK Innovation ETF ARKK Stock Holding History

UMB Bank’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
2024 Q1	–	Sell	-487	Closed	-$25.5K	–	2147
2023 Q4	$25.5K	Sell	487 -223	-31%	-$9.65K	﹤0.01%	994
2023 Q3	$28.2K	Hold	710	–	–	﹤0.01%	978
2023 Q2	$31.3K	Hold	710	–	–	﹤0.01%	966
2023 Q1	$28.6K	Hold	710	–	–	﹤0.01%	981
2022 Q4	$22K	Sell	710 -160	-18%	-$5.72K	﹤0.01%	1081
2022 Q3	$33K	Hold	870	–	–	﹤0.01%	965
2022 Q2	$35K	Hold	870	–	–	﹤0.01%	1000
2022 Q1	$58K	Hold	870	–	–	﹤0.01%	928
2021 Q4	$82K	Buy	+870	New	+$95K	﹤0.01%	848
2021 Q3	–	Sell	-2,660	Closed	-$348K	–	373
2021 Q2	$348K	Hold	2,660	–	–	0.01%	313
2021 Q1	$319K	Buy	2,660 +370	+16%	+$50.1K	0.01%	306
2020 Q4	$285K	Buy	+2,290	New	+$248K	0.01%	309

Other funds holding ARKK

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UMB Bank's ARKK Position: Q1 2024 in Review

UMB Bank sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 487 shares — an estimated $25.5K sold.

UMB Bank first reported a position in ARKK in Q4 2020 and held it in 12 quarters. The position peaked at $348K in Q2 2021. 637 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

UMB Bank reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
UMB Bank sold 487 ARK Innovation ETF shares in Q1 2024, an estimated $25.5K.
UMB Bank first reported a position in ARK Innovation ETF in Q4 2020 and held it in 12 quarters.
UMB Bank's ARK Innovation ETF position peaked at $348K in Q2 2021.
637 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.