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Wetzel Investment Advisors’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Wetzel Investment Advisors’s Portfolio ARKF Stock Details ARKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$17K – 1058
2023
Q4 		$17K Buy
+600
New +$13.2K 0.01% 404

Other funds holding ARKF

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MMEA
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wetzel Investment Advisors's ARKF Position: Q1 2024 in Review

Wetzel Investment Advisors sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q1 2024, closing a stake of 600 shares — an estimated $17K sold.

Wetzel Investment Advisors first reported a position in ARKF in Q4 2023 and held it in 1 quarter. The position peaked at $17K in Q4 2023. 196 funds tracked by Wall St. Rank hold ARKF as of Q1 2024.

  • Wetzel Investment Advisors reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 600 ARK Blockchain & Fintech Innovation ETF shares in Q1 2024, an estimated $17K.
  • Wetzel Investment Advisors first reported a position in ARK Blockchain & Fintech Innovation ETF in Q4 2023 and held it in 1 quarter.
  • Wetzel Investment Advisors's ARK Blockchain & Fintech Innovation ETF position peaked at $17K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q1 2024.

Based on Wetzel Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.