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Wealth Enhancement & Preservation of GA’s ARK Innovation ETF ARKK Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q4 		– Sell
-80,205
Closed -$7.38M – 53
2020
Q3 		$7.38M Buy
+80,205
New +$6.87M 7.61% 3

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's ARKK Position: Q4 2020 in Review

Wealth Enhancement & Preservation of GA sold out of ARK Innovation ETF (ARKK) in Q4 2020, closing a stake of 80,205 shares — an estimated $7.38M sold.

Wealth Enhancement & Preservation of GA first reported a position in ARKK in Q3 2020 and held it in 1 quarter. The position peaked at $7.38M in Q3 2020. 656 funds tracked by Wall St. Rank hold ARKK as of Q4 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining ARK Innovation ETF position as of Q4 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 80,205 ARK Innovation ETF shares in Q4 2020, an estimated $7.38M.
  • Wealth Enhancement & Preservation of GA first reported a position in ARK Innovation ETF in Q3 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's ARK Innovation ETF position peaked at $7.38M in Q3 2020.
  • 656 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q4 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q4 2020, filed 2 Feb 2021.