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World Equity Group’s ARK Innovation ETF ARKK Stock Holding History

World Equity 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
2024
Q1 		– Sell
-3,922
Closed -$205K – 313
2023
Q4 		$205K Buy
+3,922
New +$170K 0.04% 312
2023
Q2 		– Sell
-17,001
Closed -$290K – 329
2023
Q1 		$290K Buy
+17,001
New +$651K 0.04% 384
2022
Q2 		– Sell
-5,645
Closed -$374K – 339
2022
Q1 		$374K Buy
+5,645
New +$398K 0.08% 253

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

World Equity Group's ARKK Position: Q1 2024 in Review

World Equity Group sold out of ARK Innovation ETF (ARKK) in Q1 2024, closing a stake of 3,922 shares — an estimated $205K sold.

World Equity Group first reported a position in ARKK in Q1 2022 and held it in 3 quarters. The position peaked at $374K in Q1 2022. 640 funds tracked by Wall St. Rank hold ARKK as of Q1 2024.

  • World Equity Group reported no remaining ARK Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 3,922 ARK Innovation ETF shares in Q1 2024, an estimated $205K.
  • World Equity Group first reported a position in ARK Innovation ETF in Q1 2022 and held it in 3 quarters.
  • World Equity Group's ARK Innovation ETF position peaked at $374K in Q1 2022.
  • 640 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.