TRADES
Latest Trades
1356
results found
FUND
DATE
ACTION
TICKER
COMPANY
SHARES
% of ETF
ARKW 26 Nov 2021 Buy NNDM NANO DIMENSION LTD 242,107 0.0200
ARKW 26 Nov 2021 Buy CND CONCORD ACQUISITION CORP 38,204 0.0100
ARKW 24 Nov 2021 Buy NNDM NANO DIMENSION LTD 7,880 0.0008
ARKW 24 Nov 2021 Buy GENI GENIUS SPORTS LTD 684,818 0.1429
ARKW 24 Nov 2021 Buy CND CONCORD ACQUISITION CORP 13,240 0.0031
ARKW 23 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 106,537 0.4315
ARKW 23 Nov 2021 Buy VUZI VUZIX CORP 183,465 0.0441
ARKW 23 Nov 2021 Sell TSLA TESLA INC 20,058 0.4477
ARKW 23 Nov 2021 Buy ROKU ROKU INC 40,801 0.1889
ARKW 23 Nov 2021 Buy NNDM NANO DIMENSION LTD 986,600 0.0910
ARKW 23 Nov 2021 Buy MNDY MONDAY.COM LTD 45,756 0.3031
ARKW 23 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 221,389 0.1238
ARKW 23 Nov 2021 Buy GENI GENIUS SPORTS LTD 881,741 0.2112
ARKW 23 Nov 2021 Sell FTCH FARFETCH LTD 191,947 0.1313
ARKW 23 Nov 2021 Buy CND CONCORD ACQUISITION CORP 235,842 0.0539
ARKW 22 Nov 2021 Buy VUZI VUZIX CORP 116,413 0.0276
ARKW 22 Nov 2021 Sell TSLA TESLA INC 63,055 1.4296
ARKW 22 Nov 2021 Buy TDOC TELADOC HEALTH INC 23,000 0.0489
ARKW 22 Nov 2021 Buy SPLK SPLUNK INC 154,415 0.3855
ARKW 22 Nov 2021 Buy SHOP SHOPIFY INC 6,278 0.1953
ARKW 22 Nov 2021 Buy ROKU ROKU INC 44,370 0.1953
ARKW 22 Nov 2021 Buy RBLX ROBLOX CORP 79,765 0.1902
ARKW 22 Nov 2021 Buy NNDM NANO DIMENSION LTD 442,508 0.0399
ARKW 22 Nov 2021 Buy MNDY MONDAY.COM LTD 29,689 0.1904
ARKW 22 Nov 2021 Buy MELI MERCADOLIBRE INC 11,428 0.2940
ARKW 22 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 507,380 0.2756
ARKW 22 Nov 2021 Buy GENI GENIUS SPORTS LTD 138,815 0.0368
ARKW 22 Nov 2021 Sell FTCH FARFETCH LTD 1,150,248 0.7590
ARKW 22 Nov 2021 Sell FB FACEBOOK INC 115,833 0.7747
ARKW 22 Nov 2021 Sell ETSY ETSY INC 79,263 0.4326
ARKW 22 Nov 2021 Buy DKNG DRAFTKINGS INC 474,219 0.3404
ARKW 22 Nov 2021 Buy COIN COINBASE GLOBAL INC 32,099 0.1978
ARKW 22 Nov 2021 Buy CND CONCORD ACQUISITION CORP 30,101 0.0066
ARKW 19 Nov 2021 Sell TSLA TESLA INC 9,132 0.1974
ARKW 19 Nov 2021 Buy TDOC TELADOC HEALTH INC 8,100 0.0185
ARKW 19 Nov 2021 Buy ROKU ROKU INC 43,449 0.1954
ARKW 18 Nov 2021 Sell U UNITY SOFTWARE INC 29,035 0.1082
ARKW 18 Nov 2021 Sell TSLA TESLA INC 6,061 0.1237
ARKW 18 Nov 2021 Buy TDOC TELADOC HEALTH INC 62,024 0.1416
ARKW 18 Nov 2021 Buy SKLZ SKILLZ INC 494,859 0.0986
ARKW 17 Nov 2021 Sell Z ZILLOW GROUP INC 71,156 0.0796
ARKW 17 Nov 2021 Sell SPOT SPOTIFY TECHNOLOGY SA 40,459 0.2031
ARKW 17 Nov 2021 Buy ROKU ROKU INC 64,931 0.2993
ARKW 16 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 23,956 0.1174
ARKW 16 Nov 2021 Sell U UNITY SOFTWARE INC 112,381 0.4071
ARKW 16 Nov 2021 Buy TWOU 2U INC 28,000 0.0136
ARKW 16 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 331,820 0.2068
ARKW 15 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 30,800 0.1496
ARKW 15 Nov 2021 Sell U UNITY SOFTWARE INC 90,817 0.3324
ARKW 15 Nov 2021 Buy SPLK SPLUNK INC 119,677 0.3019
ARKW 15 Nov 2021 Sell NET CLOUDFLARE INC 77,042 0.2923
ARKW 15 Nov 2021 Buy DIS WALT DISNEY CO/THE 86,340 0.2510
ARKW 11 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 43,309 0.2013
ARKW 11 Nov 2021 Sell U UNITY SOFTWARE INC 57,398 0.1996
ARKW 11 Nov 2021 Buy TWLO TWILIO INC 36,284 0.2005
ARKW 11 Nov 2021 Sell PYPL PAYPAL HOLDINGS INC 100 0.0004
ARKW 11 Nov 2021 Sell COIN COINBASE GLOBAL INC 31,658 0.2002
ARKW 10 Nov 2021 Sell U UNITY SOFTWARE INC 28,889 0.0944
ARKW 10 Nov 2021 Buy PLTR PALANTIR TECHNOLOGIES INC 224,988 0.0932
ARKW 9 Nov 2021 Sell U UNITY SOFTWARE INC 33,281 0.0996
ARKW 9 Nov 2021 Sell RBLX ROBLOX CORP 82,267 0.1488
ARKW 9 Nov 2021 Buy PLTR PALANTIR TECHNOLOGIES INC 222,350 0.0965
ARKW 9 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 158,350 0.1041
ARKW 8 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 42,210 0.1984
ARKW 8 Nov 2021 Sell U UNITY SOFTWARE INC 34,600 0.1018
ARKW 8 Nov 2021 Sell COIN COINBASE GLOBAL INC 15,034 0.0963
ARKW 5 Nov 2021 Sell Z ZILLOW GROUP INC 124,620 0.1465
ARKW 5 Nov 2021 Buy TDOC TELADOC HEALTH INC 92,968 0.2438
ARKW 5 Nov 2021 Sell PYPL PAYPAL HOLDINGS INC 199 0.0008
ARKW 5 Nov 2021 Buy GENI GENIUS SPORTS LTD 67,005 0.0229
ARKW 4 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 19,926 0.1020
ARKW 4 Nov 2021 Sell Z ZILLOW GROUP INC 462,270 0.5537
ARKW 4 Nov 2021 Buy TWLO TWILIO INC 5,236 0.0292
ARKW 4 Nov 2021 Buy ROKU ROKU INC 71,357 0.3689
ARKW 4 Nov 2021 Buy GENI GENIUS SPORTS LTD 68,608 0.0231
ARKW 4 Nov 2021 Buy DKNG DRAFTKINGS INC 252,547 0.1997
ARKW 3 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 31,368 0.1603
ARKW 3 Nov 2021 Sell Z ZILLOW GROUP INC 648,919 0.7889
ARKW 3 Nov 2021 Sell U UNITY SOFTWARE INC 31,102 0.0805
ARKW 3 Nov 2021 Buy TWLO TWILIO INC 37,135 0.2076
ARKW 3 Nov 2021 Buy LPSN LIVEPERSON INC 290,045 0.2536
ARKW 3 Nov 2021 Buy GENI GENIUS SPORTS LTD 42,500 0.0143
ARKW 2 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 9,281 0.0454
ARKW 2 Nov 2021 Sell U UNITY SOFTWARE INC 159,900 0.4086
ARKW 2 Nov 2021 Buy TWOU 2U INC 18,200 0.0094
ARKW 2 Nov 2021 Sell PLTR PALANTIR TECHNOLOGIES INC 847,901 0.3923
ARKW 2 Nov 2021 Buy HOOD ROBINHOOD MARKETS INC 405,757 0.2471
ARKW 2 Nov 2021 Buy GENI GENIUS SPORTS LTD 553,981 0.1830
ARKW 2 Nov 2021 Buy DKNG DRAFTKINGS INC 231,028 0.1939
ARKW 1 Nov 2021 Buy ZM ZOOM VIDEO COMMUNICATIONS INC 30,000 0.1500
ARKW 1 Nov 2021 Sell PYPL PAYPAL HOLDINGS INC 1,855 0.0078
ARKW 1 Nov 2021 Buy GENI GENIUS SPORTS LTD 21,705 0.0073
ARKW 29 Oct 2021 Sell PTON PELOTON INTERACTIVE INC 488,016 0.7980
ARKW 29 Oct 2021 Buy FB FACEBOOK INC 197,259 1.1584
ARKW 28 Oct 2021 Buy TWLO TWILIO INC 26,964 0.1458
ARKW 28 Oct 2021 Buy TDOC TELADOC HEALTH INC 90,039 0.2482
ARKW 28 Oct 2021 Sell PTON PELOTON INTERACTIVE INC 741,008 1.2204
ARKW 28 Oct 2021 Buy HOOD ROBINHOOD MARKETS INC 236,190 0.1525
ARKW 28 Oct 2021 Buy FB FACEBOOK INC 86,417 0.5074
ARKW 28 Oct 2021 Sell COIN COINBASE GLOBAL INC 25,187 0.1462
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.