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Winthrop Advisory Group’s ARK Blockchain & Fintech Innovation ETF ARKF Stock Holding History

Winthrop Advisory Group’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
2021
Q4 		– Sell
-4,327
Closed -$214K – 141
2021
Q3 		$214K Sell
4,327
-75
-2% -$3.92K 0.05% 129
2021
Q2 		$238K Hold
4,402
– – 0.05% 115
2021
Q1 		$225K Buy
+4,402
New +$240K 0.06% 121

Other funds holding ARKF

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Winthrop Advisory Group's ARKF Position: Q4 2021 in Review

Winthrop Advisory Group sold out of ARK Blockchain & Fintech Innovation ETF (ARKF) in Q4 2021, closing a stake of 4,327 shares — an estimated $214K sold.

Winthrop Advisory Group first reported a position in ARKF in Q1 2021 and held it in 3 quarters. The position peaked at $238K in Q2 2021. 295 funds tracked by Wall St. Rank hold ARKF as of Q4 2021.

  • Winthrop Advisory Group reported no remaining ARK Blockchain & Fintech Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Winthrop Advisory Group sold 4,327 ARK Blockchain & Fintech Innovation ETF shares in Q4 2021, an estimated $214K.
  • Winthrop Advisory Group first reported a position in ARK Blockchain & Fintech Innovation ETF in Q1 2021 and held it in 3 quarters.
  • Winthrop Advisory Group's ARK Blockchain & Fintech Innovation ETF position peaked at $238K in Q2 2021.
  • 295 funds tracked by Wall St. Rank held ARK Blockchain & Fintech Innovation ETF as of Q4 2021.

Based on Winthrop Advisory Group's 13F filing for Q4 2021, filed 12 Jan 2022.