YIA
ARKK icon

YHB Investment Advisors’s ARK Innovation ETF ARKK Stock Holding History

YHB Investment Advisors’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
2022
Q1 		– Sell
-6,691
Closed -$633K – 298
2021
Q4 		$633K Buy
6,691
+89
+1% +$9.72K 0.05% 193
2021
Q3 		$730K Buy
6,602
+570
+9% +$68.6K 0.06% 180
2021
Q2 		$789K Buy
6,032
+2,089
+53% +$243K 0.07% 182
2021
Q1 		$490K Buy
+3,943
New +$534K 0.04% 201

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

YHB Investment Advisors's ARKK Position: Q1 2022 in Review

YHB Investment Advisors sold out of ARK Innovation ETF (ARKK) in Q1 2022, closing a stake of 6,691 shares — an estimated $633K sold.

YHB Investment Advisors first reported a position in ARKK in Q1 2021 and held it in 4 quarters. The position peaked at $789K in Q2 2021. 744 funds tracked by Wall St. Rank hold ARKK as of Q1 2022.

  • YHB Investment Advisors reported no remaining ARK Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 6,691 ARK Innovation ETF shares in Q1 2022, an estimated $633K.
  • YHB Investment Advisors first reported a position in ARK Innovation ETF in Q1 2021 and held it in 4 quarters.
  • YHB Investment Advisors's ARK Innovation ETF position peaked at $789K in Q2 2021.
  • 744 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.