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Cathie Wood's ARK ETF adjusts portfolio with stock buys in RXRX and GH

Published 23/08/2024, 01:06
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Cathie Wood's ARK ETF published their daily trades for Thursday, August 22nd, 2024, showing a mix of strategic buys and sells across the biotech and tech sectors. Leading the day's acquisitions was a significant investment in Recursion Pharmaceuticals Inc (NASDAQ:RXRX), with ARK buying a total of 658,277 shares, amounting to a substantial $5,016,070. This move highlights ARK's growing interest in the company, as it follows a pattern of consistent buying seen over the past week.

Another major buy for ARK was in Guardant Health Inc (NASDAQ:GH), with 122,508 shares purchased, totaling $3,462,076. This investment suggests ARK's continued confidence in the cancer detection and precision oncology company.

ARK's largest sale of the day came from its position in Unity Software Inc (NYSE:U), offloading 227,630 shares for a total value of $3,937,998. This sale is part of a broader trend of reducing exposure to the software development company, as evidenced by similar sales earlier in the week.

In the biotech space, ARK's ARKG ETF sold 44,533 shares of CareDx Inc (NASDAQ:CDNA), totaling $1,485,620, indicating a pivot away from the molecular diagnostics company. Similarly, ARK continued to trim its holdings in Teladoc Health Inc (NYSE:NYSE:TDOC), selling a combined 66,528 shares for a total value of $490,976, aligning with sales from previous days.

Additional trades included purchases of Absci Corp (NASDAQ:ABSI) and Arcturus Therapeutics (NASDAQ:ARCT) Holdings Inc (NASDAQ:ARCT), as well as sales in UiPath Inc (NYSE:NYSE:PATH) and smaller transactions across a range of other holdings. The ARK ETF's daily trade report reflects an active management strategy, with Wood's team making calculated adjustments in response to market movements and company performances.

Investors following ARK's trades will note the consistent accumulation of certain stocks, such as Recursion Pharmaceuticals, and the gradual divestment from others, like Unity Software, offering insights into the fund's evolving investment thesis. As ARK continues to navigate the complex landscape of innovation-driven companies, these daily trade updates serve as a transparent window into the fund's tactical shifts and long-term convictions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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