Cardinal Point Wealth Management LLC ARKK Holdings History
Number of Shares
94,585.00
Current Holdings Value*
$10.45 Mil
% of Portfolio
4.91%
Total Estimate Gain
$-2.38 Mil
% of Total Estimate Gain
-17.23%
Cardinal Point Wealth Management LLC's ARK Innovation ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 94,585.00 shares of ARK Innovation ETF(ARKK), totaling $10.45 Mil. This investment constitutes 4.91% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.05% of the outstanding ARK Innovation ETF(ARKK) stock.
The initial trade took place in 2020Q4. In addition, there have been 3 sales at an average price of $119.85 for 34,635.00 shares. Based on historical transaction data and ARKK's current price of $77.11, Cardinal Point Wealth Management LLC's estimated gain on his ARKK holdings is $-2.38 Mil, reflecting a -17.23% gain to date.
Cardinal Point Wealth Management LLC ARKK ($77.11) Holding Chart
Cardinal Point Wealth Management LLC ARKK ($77.11) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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