TRADES
Latest Trades
2255
results found
FUND
DATE
ACTION
TICKER
COMPANY
SHARES
% of ETF
ARKG 26 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 12,397 0.0000
ARKG 26 Nov 2021 Buy SURF SURFACE ONCOLOGY INC 84,455 0.0100
ARKG 26 Nov 2021 Buy SGFY SIGNIFY HEALTH INC 22,600 0.0100
ARKG 26 Nov 2021 Buy SDGR SCHRODINGER INC/UNITED STATES 25,500 0.0200
ARKG 26 Nov 2021 Buy ADPT ADAPTIVE BIOTECHNOLOGIES CORP 14,177 0.0100
ARKG 24 Nov 2021 Sell VRTX VERTEX PHARMACEUTICALS INC 14,278 0.0471
ARKG 24 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 83,340 0.0201
ARKG 24 Nov 2021 Buy SURF SURFACE ONCOLOGY INC 5,471 0.0005
ARKG 24 Nov 2021 Buy SGFY SIGNIFY HEALTH INC 79,400 0.0195
ARKG 24 Nov 2021 Buy SDGR SCHRODINGER INC/UNITED STATES 8,195 0.0055
ARKG 24 Nov 2021 Sell INCY INCYTE CORP 135,864 0.1574
ARKG 24 Nov 2021 Buy EXAS EXACT SCIENCES CORP 131,954 0.2011
ARKG 24 Nov 2021 Sell CSTL CASTLE BIOSCIENCES INC 122,855 0.0967
ARKG 24 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 45,262 0.0650
ARKG 24 Nov 2021 Buy ADPT ADAPTIVE BIOTECHNOLOGIES CORP 61,574 0.0293
ARKG 23 Nov 2021 Sell VRTX VERTEX PHARMACEUTICALS INC 123,956 0.3911
ARKG 23 Nov 2021 Buy SURF SURFACE ONCOLOGY INC 93,013 0.0090
ARKG 23 Nov 2021 Buy SDGR SCHRODINGER INC/UNITED STATES 177,712 0.1161
ARKG 23 Nov 2021 Buy PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 352,967 0.1393
ARKG 23 Nov 2021 Sell INCY INCYTE CORP 150,827 0.1649
ARKG 23 Nov 2021 Sell CSTL CASTLE BIOSCIENCES INC 67,491 0.0513
ARKG 23 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 96,815 0.0264
ARKG 23 Nov 2021 Buy BFLY BUTTERFLY NETWORK INC 586,994 0.0783
ARKG 23 Nov 2021 Buy ADPT ADAPTIVE BIOTECHNOLOGIES CORP 615,945 0.2842
ARKG 22 Nov 2021 Sell VRTX VERTEX PHARMACEUTICALS INC 95,438 0.2822
ARKG 22 Nov 2021 Sell VEEV VEEVA SYSTEMS INC 40,656 0.1940
ARKG 22 Nov 2021 Buy TWST TWIST BIOSCIENCE CORP 60,877 0.0999
ARKG 22 Nov 2021 Buy TDOC TELADOC HEALTH INC 28,000 0.0494
ARKG 22 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 28,133 0.0063
ARKG 22 Nov 2021 Buy SURF SURFACE ONCOLOGY INC 14,086 0.0013
ARKG 22 Nov 2021 Sell REGN REGENERON PHARMACEUTICALS INC 17,100 0.1795
ARKG 22 Nov 2021 Buy NVTA INVITAE CORP 357,494 0.1057
ARKG 22 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 45,955 0.0944
ARKG 22 Nov 2021 Sell INCY INCYTE CORP 122,176 0.1268
ARKG 22 Nov 2021 Buy EXAS EXACT SCIENCES CORP 140,517 0.1912
ARKG 22 Nov 2021 Sell CSTL CASTLE BIOSCIENCES INC 16,703 0.0122
ARKG 22 Nov 2021 Buy CRSP CRISPR THERAPEUTICS AG 60,095 0.0789
ARKG 22 Nov 2021 Sell CDXS CODEXIS INC 231,042 0.1421
ARKG 22 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 168,000 0.0434
ARKG 22 Nov 2021 Buy BFLY BUTTERFLY NETWORK INC 607,740 0.0763
ARKG 22 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 67,342 0.0979
ARKG 22 Nov 2021 Buy ADPT ADAPTIVE BIOTECHNOLOGIES CORP 127,093 0.0547
ARKG 19 Nov 2021 Buy TDOC TELADOC HEALTH INC 10,500 0.0199
ARKG 19 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 95,151 0.0212
ARKG 19 Nov 2021 Sell INCY INCYTE CORP 198,333 0.2035
ARKG 19 Nov 2021 Sell CDXS CODEXIS INC 21,914 0.0130
ARKG 19 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 563,000 0.1431
ARKG 19 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 23,300 0.0333
ARKG 18 Nov 2021 Buy TDOC TELADOC HEALTH INC 78,216 0.1448
ARKG 18 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 151,502 0.0322
ARKG 18 Nov 2021 Sell INCY INCYTE CORP 35,300 0.0347
ARKG 18 Nov 2021 Sell CDXS CODEXIS INC 181,900 0.1038
ARKG 18 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 46,455 0.0113
ARKG 18 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 214,497 0.0609
ARKG 17 Nov 2021 Buy VERV VERVE THERAPEUTICS INC 10,405 0.0066
ARKG 17 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 44,800 0.0092
ARKG 17 Nov 2021 Buy QSI QUANTUM-SI INC 98,089 0.0115
ARKG 17 Nov 2021 Buy ONEM 1LIFE HEALTHCARE INC 367,475 0.1212
ARKG 17 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 16,324 0.0038
ARKG 17 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 1,787 0.0005
ARKG 16 Nov 2021 Sell VEEV VEEVA SYSTEMS INC 31,755 0.1491
ARKG 16 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 692,660 0.1460
ARKG 16 Nov 2021 Buy QSI QUANTUM-SI INC 16,548 0.0020
ARKG 16 Nov 2021 Buy ONEM 1LIFE HEALTHCARE INC 147,849 0.0473
ARKG 16 Nov 2021 Sell INCY INCYTE CORP 6,219 0.0060
ARKG 16 Nov 2021 Buy BNR BURNING ROCK BIOTECH LTD 18,500 0.0042
ARKG 16 Nov 2021 Buy BFLY BUTTERFLY NETWORK INC 319,350 0.0357
ARKG 16 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 11,991 0.0034
ARKG 15 Nov 2021 Buy VERV VERVE THERAPEUTICS INC 43,580 0.0291
ARKG 15 Nov 2021 Sell VEEV VEEVA SYSTEMS INC 11,936 0.0545
ARKG 15 Nov 2021 Sell TAK TAKEDA PHARMACEUTICAL CO LTD 31,717 0.0066
ARKG 15 Nov 2021 Buy SGFY SIGNIFY HEALTH INC 159,698 0.0374
ARKG 15 Nov 2021 Sell REGN REGENERON PHARMACEUTICALS INC 21,494 0.2007
ARKG 15 Nov 2021 Buy QSI QUANTUM-SI INC 115,300 0.0131
ARKG 15 Nov 2021 Buy ONEM 1LIFE HEALTHCARE INC 108,326 0.0335
ARKG 15 Nov 2021 Sell CLLS CELLECTIS SA 100 0.0000
ARKG 15 Nov 2021 Sell CDXS CODEXIS INC 5,819 0.0031
ARKG 15 Nov 2021 Buy BFLY BUTTERFLY NETWORK INC 824,841 0.0856
ARKG 15 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 114,528 0.0313
ARKG 12 Nov 2021 Buy VERV VERVE THERAPEUTICS INC 39,831 0.0276
ARKG 12 Nov 2021 Sell REGN REGENERON PHARMACEUTICALS INC 6,917 0.0624
ARKG 12 Nov 2021 Buy QSI QUANTUM-SI INC 13,600 0.0016
ARKG 12 Nov 2021 Sell IOVA IOVANCE BIOTHERAPEUTICS INC 450 0.0001
ARKG 12 Nov 2021 Sell CLLS CELLECTIS SA 21,500 0.0033
ARKG 12 Nov 2021 Sell CDXS CODEXIS INC 32,572 0.0176
ARKG 12 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 42,150 0.0115
ARKG 11 Nov 2021 Buy VERV VERVE THERAPEUTICS INC 32,251 0.0220
ARKG 11 Nov 2021 Sell VEEV VEEVA SYSTEMS INC 22,606 0.1010
ARKG 11 Nov 2021 Buy SDGR SCHRODINGER INC/UNITED STATES 535,023 0.3471
ARKG 11 Nov 2021 Sell REGN REGENERON PHARMACEUTICALS INC 15,885 0.1418
ARKG 11 Nov 2021 Buy QSI QUANTUM-SI INC 87,800 0.0097
ARKG 11 Nov 2021 Sell PFE PFIZER INC 407,075 0.2908
ARKG 11 Nov 2021 Sell NSTG NANOSTRING TECHNOLOGIES INC 752 0.0005
ARKG 11 Nov 2021 Sell IOVA IOVANCE BIOTHERAPEUTICS INC 70,800 0.0237
ARKG 11 Nov 2021 Sell CLLS CELLECTIS SA 18,107 0.0027
ARKG 11 Nov 2021 Sell CDXS CODEXIS INC 34,243 0.0184
ARKG 11 Nov 2021 Buy ALLO ALLOGENE THERAPEUTICS INC 525,850 0.1404
ARKG 10 Nov 2021 Buy VERV VERVE THERAPEUTICS INC 15,989 0.0106
ARKG 10 Nov 2021 Sell REGN REGENERON PHARMACEUTICALS INC 11,602 0.0985
ARKG 10 Nov 2021 Sell PFE PFIZER INC 140,713 0.0938
Latest Blogs
Cathie Wood believes Apple should have purchased the electric vehicle pioneer, Tesla, but that 'we're glad they didn't.

CNBC reported on Wednesday that closely watched money manager Cathie Wood stated that Apple could have owned the driverless vehicle market if it had purchased Tesla when the opportunity presented itself during the electric vehicle maker's troubled Model 3 ramp-up.

"We've been keeping a close eye on Apple for quite some time now. Because, after all, what exactly is an autonomous vehicle? Her extensive "Squawk Box" interview included discussions of her Ark Invest strategies, the returns she expects long-term, and her decision to purchase Zoom at a low point in the company's stock price recently.

Following a Bloomberg report last week that the tech giant is accelerating efforts to launch a self-driving vehicle, Apple shares hit all-time highs last Friday and then again Monday, putting the company's market capitalization solidly above $2.5 trillion for the first time. In response to a request for comment from CNBC regarding Apple's autonomous ambitions, the company did not immediately respond. Tesla was also unavailable for comment on Wood's remarks at the time of publication.

"This is extremely difficult work — and given the high level of management turnover, we'd be surprised if they were able to complete it in such a short period of time," Wood said, referring to a June Bloomberg report about the departures from Apple's autonomous unit of three top executives. In 2018, Apple enticed Doug Field, who was then Tesla's senior vice president of engineering, to return to the company where he had worked previously. Apple also hired a slew of other former Tesla employees, according to reports.

Mr. Wood, a longtime Tesla uber-bull and shareholder who believes in the company's CEO Elon Musk, told CNBC that the company "should have been in the Apple market." In fact, Apple should have purchased Tesla years ago, when the opportunity presented itself. "We're relieved that they didn't."

A tweet from Elon Musk, sent out in December 2020, revealed that Musk had reached out to Apple CEO Tim Cook "during the darkest days for the Model 3 program" to discuss the possibility of selling Tesla "(for one-tenth of our current value)."

Cook, according to Musk, "refused to attend the meeting."

Following difficulties in increasing production to meet demand, Tesla began shipping the first Model 3 sedans in 2017. The Model 3 is a less expensive electric sedan targeted at mass-market car buyers. The car business was "hell" in 2018, according to Musk, who tweeted that he was sleeping at the factory in an attempt to solve the issues.

Forward to today, when Tesla has joined the exclusive club of companies with market capitalizations exceeding $1 trillion, and Musk, the company's largest shareholder, has been aggressively liquidating billions of dollars in his equity stake.

Cathy Wood, a CNBC contributor, stated that she sees "nothing wrong" with Musk selling stock and taking profits, as well as paying billions of dollars in taxes related to stock option grants.

Musk purchased 2.15 million shares of Tesla stock and sold 934,091 shares of the company, according to regulatory filings made late Tuesday. The transactions were worth just over $1 billion, according to Musk. Musk has sold 9.2 million shares worth $9.9 billion in stock since taking a poll on Twitter on Nov. 6, asking whether he should sell stock.

Why Howard Marks is issuing a warning to Warren Buffett and quotes Cathie Woods

Even billionaires are suffering from the pandemic blues.

"It seems like every day is the same as the last," complains Oaktree Capital founder and legendary debt investor Howard Marks in his most recent memo.

"Weekdays aren't that much different from weekends in terms of feeling" (this was especially true pre-vaccine when we rarely ate out or visited others). In the last two years, we've only taken one vacation of a one-week duration. The best way to summarize it is to draw a parallel with Groundhog Day: "Every day feels remarkably similar to the day before."

Not surprisingly, the COVID-19 grind does not appear to have improved Marks' disposition. His latest memo is, to put it mildly, depressing. He expresses disillusionment with the state of American politics ("Serious potential threats to our democracy exist, and no one can predict what the future holds in this regard"), generational inequality ("The Baby Boomers have been and continue to consume more than their fair share of the pie," he writes), and the future of the United States. In addition to the apparent expectation that the Federal Reserve will run monetary policy, support markets, and now fight climate change ("How many roles can one institution have and still maintain a coherent effort?"), there is also the apparent expectation that the Federal Reserve will run monetary policy, support markets, and fight climate change.

It's a fascinating collection of ideas, particularly when you consider the collision of US politics with the potential need to raise taxes or cut welfare spending as the population grows older. Who knows what kind of a shambles this could turn into.

However, for investors, the top half of the memo, in which Marks discusses investing and inflation and how technology connects these two ideas, is the most important part to pay attention to.

Great investors are often scarred by events that occurred during their formative years when it comes to investing. For Marks, the rise and subsequent fall of the original US growth stocks in the 1960s – a group known as the Nifty Fifty – is an event that he revisits on a regular basis.

Marks sees many parallels between the growth stock boom of the 1980s and the growth stock boom of the 2000s and beyond. The author writes that this was "one of post-war America's first significant brushes with newness."

 

"Even more absurdly, investors embraced these companies because of their revolutionary newness, but they somehow assumed that a newer and better new thing would never come along to displace them," says the author.

It's no surprise that nearly half of the Nifty Fifty have gone out of business or been acquired by other companies.

Although the world appeared to be changing much more slowly in the 1960s than it does now, Marks argues that this presents an increased opportunity for rapid disruption to today's leaders than it did then.

"Anyone who believes that all of the companies on today's list of leading growth companies will still be around in five or ten years will stand a good chance of being proven wrong," says Marks.

"This signals the beginning of a new world order for investors. Stable, defensive, and moat are all terms that will become less relevant in the future. Much of investing will necessitate a higher level of technical expertise than was previously required. Furthermore, investments based on the assumption that tomorrow will be the same as today must be subjected to significantly increased scrutiny."

The word "moat" is used several times in this passage, and it stands out remarkably. Warren Buffett is not mentioned in this article. Still, he is widely recognized as having popularized the concept of a company's value being linked to an economic moat that provides a competitive advantage over its competitors.

Marks' message is that, because of technological advancements and the rapid pace of change in the modern world, moats will be breached much more quickly and efficiently than in the past. The situation appears to be a call for a different type of investor, one who is perhaps less hung up on the tried and true methods of the past and more willing to consider the implications of technological advancements, according to the surface appearance.

Even going one step further, we might wonder whether investing for the long term – those decades-long bets that Buffett is famous for – will become more difficult in this rapidly changing environment.

Of course, Buffett isn't the only one in this market thinking very long term in this market.

By purchasing high-growth technology stock that trades at a stratospheric valuation, investors are making an implicit bet that the company will experience sustained growth over the long term and will be able to increase its earnings to the point where it grows into its valuation over time.

This is not an impossible feat, as Marks demonstrates in the Nifty Fifty. Still, investors can fall into the trap of erroneously assuming that the same spirit of disruption and innovation that drives today's winners will not drive tomorrow's rising stars.

This brings us neatly to Cathie Wood of ARK Invest, one of the world's most prominent and polarizing investors in very long-term technology trends, who makes an unexpected appearance in Marks' latest memo.

As rising inflation fears wreak havoc on high-growth technology stocks, Wood and ARK are having a rough time right now. The ARK Innovation ETF, which has become a proxy for the hypergrowth, futuristic end of the market, reached its recent high on November 1 and has since fallen by 15 percent.

Beginning by stating that Wood may have misquoted him by implying that he believes technology has the potential to cause a deflationary bust; Marks claims that he asserted that technology could be a deflationary factor in the economy;

The suggestion made by Wood that not only can technologies such as automation and artificial intelligence act as a deflationary force, but they can also provide a boost to productivity that Wood claims will be greater than anything we've seen "certainly in modern times" has piqued Marks' interest. According to the ARK model, this productivity boom could boost the US GDP to $US40 trillion ($55.2 trillion) by 2035, far exceeding linear estimates of GDP of $US28 billion at the time.

Marks is intrigued by the notion that technological advancements could reduce the number of hours worked while also increasing the amount of output produced per hour worked. "In other words, technological advancements have the potential to increase GDP while simultaneously increasing unemployment."

His point is that, while inflation is currently in vogue – as Wood is well aware from the pressure on her holdings – investors should not discount the possibility that technology will act as a deflationary force in the long run.

Following earnings, Cathie Wood's ARK sold Tesla to purchase Zoom.

Cathie Wood's ARK funds sold shares of Tesla (TSLA) in order to increase their stake in Zoom Video Communications (ZM) following the video communications company's disappointing earnings results. The Ark Innovation ETF (ARKK), the fund's flagship investment vehicle, sold $136 million in Tesla stock while purchasing $112 million in Zoom stock. ARK Next Generation Internet ETF (ARKW) purchased Zoom for $22 million after selling $23 million worth of Tesla stock to fund the purchase.