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Walled Lake Planning & Wealth Management’s ARK Innovation ETF ARKK Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q3 		– Sell
-6
Closed -$1K – 324
2021
Q2 		$1K Hold
6
– – ﹤0.01% 299
2021
Q1 		$1K Buy
+6
New +$812 ﹤0.01% 294

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ARKK Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of ARK Innovation ETF (ARKK) in Q3 2021, closing a stake of 6 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in ARKK in Q1 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2021. 798 funds tracked by Wall St. Rank hold ARKK as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining ARK Innovation ETF position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 6 ARK Innovation ETF shares in Q3 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in ARK Innovation ETF in Q1 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's ARK Innovation ETF position peaked at $1K in Q2 2021.
  • 798 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.