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Woodard & Company Asset Management Group’s ARK Innovation ETF ARKK Stock Holding History

Woodard & Company Asset Management Group’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
Q2 		– Sell
-600
Closed -$72K – 100
2021
Q1 		$72K Hold
600
– – 0.05% 88
2020
Q4 		$75K Buy
+600
New +$65K 0.05% 78

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 $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Woodard & Company Asset Management Group's ARKK Position: Q2 2021 in Review

Woodard & Company Asset Management Group sold out of ARK Innovation ETF (ARKK) in Q2 2021, closing a stake of 600 shares — an estimated $72K sold.

Woodard & Company Asset Management Group first reported a position in ARKK in Q4 2020 and held it in 2 quarters. The position peaked at $75K in Q4 2020. 833 funds tracked by Wall St. Rank hold ARKK as of Q2 2021.

  • Woodard & Company Asset Management Group reported no remaining ARK Innovation ETF position as of Q2 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 600 ARK Innovation ETF shares in Q2 2021, an estimated $72K.
  • Woodard & Company Asset Management Group first reported a position in ARK Innovation ETF in Q4 2020 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's ARK Innovation ETF position peaked at $75K in Q4 2020.
  • 833 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q2 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.