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WealthPLAN Partners’s ARK Innovation ETF ARKK Stock Holding History

WealthPLAN 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
Q3 		– Sell
-402
Closed -$17.8K – 358
2023
Q2 		$17.8K Hold
402
– – ﹤0.01% 704
2023
Q1 		$16.2K Buy
+402
New +$15.4K ﹤0.01% 767
2021
Q4 		– Sell
-4,439
Closed -$444K – 381
2021
Q3 		$444K Sell
4,439
-935
-17% -$113K 0.03% 266
2021
Q2 		$652K Sell
5,374
-357
-6% -$41.6K 0.05% 203
2021
Q1 		$649K Sell
5,731
-10,999
-66% -$1.49M 0.05% 194
2020
Q4 		$2.48M Buy
16,730
+1,947
+13% +$211K 0.21% 84
2020
Q3 		$1.46M Buy
14,783
+1,216
+9% +$104K 0.14% 103
2020
Q2 		$1.16M Buy
+13,567
New +$794K 0.12% 112

Other funds holding ARKK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 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 $761B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return