TRADES
Latest Trades
2082
results found
FUND
DATE
ACTION
TICKER
COMPANY
SHARES
% of ETF
ARKK 26 Nov 2021 Buy PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 61,998 0.0100
ARKK 26 Nov 2021 Buy MTLS MATERIALISE NV 10,710 0.0000
ARKK 26 Nov 2021 Buy EXAS EXACT SCIENCES CORP 317,307 0.1500
ARKK 24 Nov 2021 Sell TSLA TESLA INC 56,975 0.3478
ARKK 24 Nov 2021 Buy PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 492,565 0.0622
ARKK 24 Nov 2021 Buy MTLS MATERIALISE NV 47,848 0.0062
ARKK 24 Nov 2021 Buy EXAS EXACT SCIENCES CORP 105,800 0.0506
ARKK 24 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 130,600 0.0582
ARKK 23 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 538,573 0.5833
ARKK 23 Nov 2021 Sell TSLA TESLA INC 121,011 0.7343
ARKK 23 Nov 2021 Buy NVTA INVITAE CORP 282,668 0.0275
ARKK 23 Nov 2021 Buy MTLS MATERIALISE NV 84,768 0.0104
ARKK 23 Nov 2021 Buy EXAS EXACT SCIENCES CORP 411,502 0.1825
ARKK 23 Nov 2021 Buy CRSP CRISPR THERAPEUTICS AG 64,595 0.0276
ARKK 22 Nov 2021 Buy TWST TWIST BIOSCIENCE CORP 197,040 0.1021
ARKK 22 Nov 2021 Sell TSLA TESLA INC 97,592 0.5842
ARKK 22 Nov 2021 Buy TDOC TELADOC HEALTH INC 86,500 0.0486
ARKK 22 Nov 2021 Buy ROKU ROKU INC 158,291 0.1886
ARKK 22 Nov 2021 Buy NVTA INVITAE CORP 797,858 0.0751
ARKK 22 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 140,509 0.0901
ARKK 22 Nov 2021 Buy MTLS MATERIALISE NV 52,129 0.0062
ARKK 22 Nov 2021 Buy EXAS EXACT SCIENCES CORP 44,709 0.0192
ARKK 22 Nov 2021 Buy CRSP CRISPR THERAPEUTICS AG 94,900 0.0393
ARKK 19 Nov 2021 Sell TSLA TESLA INC 17,800 0.1015
ARKK 19 Nov 2021 Buy TDOC TELADOC HEALTH INC 30,500 0.0184
ARKK 19 Nov 2021 Buy ROKU ROKU INC 161,576 0.1935
ARKK 19 Nov 2021 Buy MTLS MATERIALISE NV 41,736 0.0051
ARKK 19 Nov 2021 Sell COIN COINBASE GLOBAL INC 59,816 0.1010
ARKK 19 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 95,739 0.0436
ARKK 18 Nov 2021 Sell U UNITY SOFTWARE INC 176,041 0.1758
ARKK 18 Nov 2021 Sell TSLA TESLA INC 29,669 0.1583
ARKK 18 Nov 2021 Buy TDOC TELADOC HEALTH INC 234,681 0.1413
ARKK 18 Nov 2021 Buy SKLZ SKILLZ INC 257,636 0.0138
ARKK 18 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 1,415 0.0009
ARKK 18 Nov 2021 Buy MTLS MATERIALISE NV 26,915 0.0032
ARKK 18 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 9,760 0.0043
ARKK 17 Nov 2021 Sell Z ZILLOW GROUP INC 31,361 0.0092
ARKK 17 Nov 2021 Sell U UNITY SOFTWARE INC 159,652 0.1487
ARKK 17 Nov 2021 Buy SKLZ SKILLZ INC 1,005,512 0.0535
ARKK 17 Nov 2021 Buy ROKU ROKU INC 245,321 0.2992
ARKK 17 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 8,312 0.0054
ARKK 17 Nov 2021 Buy MTLS MATERIALISE NV 24,488 0.0029
ARKK 17 Nov 2021 Sell COIN COINBASE GLOBAL INC 92,395 0.1551
ARKK 17 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 157,464 0.0679
ARKK 16 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 4,720 0.0031
ARKK 16 Nov 2021 Buy MTLS MATERIALISE NV 36,476 0.0044
ARKK 16 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 3,600 0.0016
ARKK 15 Nov 2021 Sell Z ZILLOW GROUP INC 471,622 0.1480
ARKK 15 Nov 2021 Buy VCYT VERACYTE INC 63,300 0.0145
ARKK 15 Nov 2021 Buy TWOU 2U INC 118,996 0.0154
ARKK 15 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 112,914 0.0723
ARKK 15 Nov 2021 Buy MTLS MATERIALISE NV 27,228 0.0033
ARKK 15 Nov 2021 Buy BEAM BEAM THERAPEUTICS INC 32,531 0.0137
ARKK 12 Nov 2021 Sell Z ZILLOW GROUP INC 589,903 0.1864
ARKK 12 Nov 2021 Buy VCYT VERACYTE INC 40,203 0.0093
ARKK 12 Nov 2021 Buy SGFY SIGNIFY HEALTH INC 230,000 0.0183
ARKK 12 Nov 2021 Buy MTLS MATERIALISE NV 13,101 0.0016
ARKK 11 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 169,559 0.2089
ARKK 11 Nov 2021 Sell Z ZILLOW GROUP INC 137,710 0.0437
ARKK 11 Nov 2021 Buy VCYT VERACYTE INC 50,477 0.0119
ARKK 11 Nov 2021 Sell U UNITY SOFTWARE INC 443,473 0.4078
ARKK 11 Nov 2021 Buy TWLO TWILIO INC 136,418 0.2001
ARKK 11 Nov 2021 Buy SGFY SIGNIFY HEALTH INC 258,910 0.0209
ARKK 11 Nov 2021 Sell PRLB PROTO LABS INC 29,096 0.0084
ARKK 11 Nov 2021 Sell NSTG NANOSTRING TECHNOLOGIES INC 1,050 0.0003
ARKK 11 Nov 2021 Buy MTLS MATERIALISE NV 13,838 0.0017
ARKK 11 Nov 2021 Buy DDD 3D SYSTEMS CORP 2,028,407 0.2556
ARKK 11 Nov 2021 Sell COIN COINBASE GLOBAL INC 124,316 0.2094
ARKK 10 Nov 2021 Buy VCYT VERACYTE INC 150,094 0.0344
ARKK 10 Nov 2021 Sell U UNITY SOFTWARE INC 113,490 0.0980
ARKK 10 Nov 2021 Buy PLTR PALANTIR TECHNOLOGIES INC 905,352 0.0993
ARKK 10 Nov 2021 Buy MTLS MATERIALISE NV 29,389 0.0035
ARKK 9 Nov 2021 Buy VCYT VERACYTE INC 84,118 0.0195
ARKK 9 Nov 2021 Sell U UNITY SOFTWARE INC 121,968 0.0966
ARKK 9 Nov 2021 Sell PRLB PROTO LABS INC 23,707 0.0069
ARKK 9 Nov 2021 Buy PLTR PALANTIR TECHNOLOGIES INC 854,742 0.0969
ARKK 9 Nov 2021 Buy PACB PACIFIC BIOSCIENCES OF CALIFORNIA INC 254,056 0.0343
ARKK 9 Nov 2021 Buy NVTA INVITAE CORP 207,800 0.0214
ARKK 9 Nov 2021 Buy MTLS MATERIALISE NV 7,608 0.0009
ARKK 9 Nov 2021 Buy EXAS EXACT SCIENCES CORP 35,273 0.0163
ARKK 8 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 161,389 0.1961
ARKK 8 Nov 2021 Sell U UNITY SOFTWARE INC 136,404 0.1025
ARKK 8 Nov 2021 Sell PRLB PROTO LABS INC 16,611 0.0050
ARKK 8 Nov 2021 Buy EXAS EXACT SCIENCES CORP 72,841 0.0337
ARKK 8 Nov 2021 Sell COIN COINBASE GLOBAL INC 60,876 0.1011
ARKK 5 Nov 2021 Sell Z ZILLOW GROUP INC 1,610,884 0.4823
ARKK 5 Nov 2021 Buy TDOC TELADOC HEALTH INC 111,833 0.0750
ARKK 5 Nov 2021 Buy SKLZ SKILLZ INC 976,357 0.0495
ARKK 5 Nov 2021 Buy ROKU ROKU INC 116,837 0.1510
ARKK 5 Nov 2021 Sell PRLB PROTO LABS INC 14,239 0.0041
ARKK 5 Nov 2021 Buy NTLA INTELLIA THERAPEUTICS INC 22,203 0.0134
ARKK 5 Nov 2021 Sell NSTG NANOSTRING TECHNOLOGIES INC 51,087 0.0113
ARKK 5 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 160,000 0.0268
ARKK 5 Nov 2021 Buy EXAS EXACT SCIENCES CORP 1,392 0.0006
ARKK 5 Nov 2021 Buy DKNG DRAFTKINGS INC 934,216 0.1886
ARKK 4 Nov 2021 Sell Z ZILLOW GROUP INC 1,329,433 0.4097
ARKK 4 Nov 2021 Sell TSLA TESLA INC 26,203 0.1466
ARKK 4 Nov 2021 Buy TDOC TELADOC HEALTH INC 242,352 0.1650
ARKK 4 Nov 2021 Buy SKLZ SKILLZ INC 1,084,817 0.0550
ARKK 4 Nov 2021 Buy ROKU ROKU INC 216,219 0.2917
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.