저자: 미상 · 외국인
요약 보기
캐시 우드의 ARK Invest가 최근 주식 조정기에 성장주를 추가 매수하고 일부를 매도하는 포트폴리오 변경을 소개. 그중 팔란티어(PLTR)를 대량 매수(약 50만 주 이상)했다고 설명하며, 단기 변동성은 크지만 2년 이후 성장 기대. ARK 펀드의 5년 수익률 283%를 근거로 장기 혁신주 전략 우위 주장. 개별 종목별 애널리스트 목표가를 다수 나열.
다듬은 글
're talking about why cathy wood of arc invest is buying up mor we're gonna look at what kathy wood of arkhanvest has been buying lately and some stocks that she's been selling because lately we have seen a giant pullback with growth and innovation stocks such as palantir technologies which should give us a great buying opportunity to get into some of these stocks we're also going to discuss why we are even looking at what arc is buying because most people think that arc is a failure right now because their stocks and etfs are absolutely crashing right now however this is not true because if we look at the flagship arc innovation ark etf we can see that that etf is up over 283 percent in the last five years which are astonishing growth gains however people are caught up more what's happening recently within the past year and this is why we see a huge pullback in the growth stocks and the growth sector which is why this innovation etf is not doing well for the past 52 weeks but if we have a long-term investing strategy into innovation and growth stocks this strategy still seems superior so we should always keep an eye on what kathy wood of arc arkhanvest is buying so without further ado let's get right into the video the stock market has been pulling back lately especially the nasdaq which holds many technology and growth stocks in it and this would explain why kathy wood's etfs are also pulling back because the nasdaq is pulling back however since kathy wood operates actively managed etfs she can constantly reshuffle her etfs to make up for any losses by taking profits and she can also reinforce her etfs against negative market headwinds if she sees fit so we're going to see how she has shuffled her etfs around to deal with the current market environment and we're going to start off with the arc fintech innovation etf ticker symbol arkf she has bought around 57 223 shares of coinbase tickername coin ticker symbol c-o-i-n the current stock price for coinbase stock is 225 dollars per share the low-end analyst price target for the stock is 242 dollars per share the average price consensus among analysts is 392 dollars per share and the high-end analyst price estimate for the stock at the end of 2022 is 600 per share this company is a global cryptocurrency exchange company so if you like cryptocurrency this is going to be a fantastic play for you also if you like cryptocurrency you can always go and click on the link in my description for celsius and sign up deposit 200 and get some bitcoin in return of that one of my favorite cryptocurrency exchanges is celsius because not only are they extremely secure but they also give fantastic rates for staking or putting away your cryptocurrencies and these rates automatically adjust to the best rates on the market so you always know that you're getting a good deal she also bought around 242 567 shares of uipath ticker name path ticker symbol p-a-t-h the current stock price for path stock is 38 the low end analyst price target is 40 the average price consensus is 62 and the high end analyst price prediction is 85 per share and this company uses ai technology to automate various operations inside of a business so this is a huge digitalization play and many companies are trying to digitize their entire organizations so i think this stock is going to appreciate nicely over the next few years next we also see that kathy wood has bought around 41 000 shares of twilio ticker symbol twlo the current stock price is only 227 dollars while the low end analyst price target is 350 the average price target is 411 and the high end price prediction goes all the way up to 513 dollars per share and this company offers a cloud-based communications platform so arkhanvest also thinks that communication companies are going to appreciate very well over the next couple of years especially as technology continues to innovate we also see that kathy would almost added around 300 000 shares of robinhood stock tickername hood ticker symbol hod the current stock price trades for only 15 per share and this is expected to continue to trend downwards slightly for the next few weeks however the low end analyst price target is 17 the average price consensus among analysts is 38 and the high end price prediction for 2022 is 84 per share and this is a brokerage company that has an app where you can buy and sell stocks and they also offer a limited amount of cryptocurrencies so these are the stocks that cathy wood has been adding to her ark f etf but what stocks has she been selling when it comes to her arc fintech innovation etf well we can see that she sold almost 30 000 shares of ice ticker symbol ice and the current stock price is 131 the low end price target is 143 the average price consensus is 157 and the high end price prediction is 172 dollars per share and this company provides marketplace infrastructure data services as well as technology solutions we also see that kathy wood sold a boatload of jd.com shares ticker symbol jd the current stock price is 69 per share mainly because of the political turmoil that's happening between the west and the east specifically the united states and china 75 the average price consensus is 103 and the high end price target for 2022 according to analysts is 121 dollars we also see that kathy wood sold a boatload of docusign stock ticker symbol docu the current stock price is 136 dollars 40 the average price consensus among analysts is 209 and the high end price estimate is 340 dollars per share and this company operates a platform where individuals can legally sign binding documents across the internet now let's move on to the arc genomic revolution etf ticker symbol a rkg and this is one of my personal favorite etfs so we can see that arc invest has added almost 50 000 shares of exact sciences ticker symbol exas the current stock price is 74 dollars per share the low end price target is 95 per share the average price consensus among analysts is 130 and the high end price prediction is 161 dollars per share and this company offers cancer screening and diagnostics products and solutions as well as some therapies we also see that kathy wood has picked up one of her favorite stocks of all time which is teledoc ticker symbol tdoc the current stock price for teledoc is 82 per share the low end analyst price prediction is 88 the average price prediction is 152 and the high end price target for the stock is 215 dollars per share and this company provides a virtual health care service by allowing patients to conduct appointments with medical professionals across the internet without having those patients leave the comfort of their own home to go into the office we also see that kathy wood picked up around 61 324 shares of nurex therapeutics ticker symbol nrix and this is a fantastic deal especially if you like kathy woods arkg etf because the current stock price for the nrix stock is only 23 dollars while the low end price estimate according to analysts is 42 the average price target according to analysts is 52 and the high end price prediction is 64.
per share this company is a biopharma company that aims to create cancer treatments and cancer is a huge market opportunity for many of these genomic stocks because many people are trying to find different ways to treat or even cure cancer so if any of these companies can actually do that their stock price would absolutely explode but who knows how close we are to actually achieving that we also see that arc invest picked up around 54 000 shares of burning rock biotech ticker symbol b and r again the current stock price is trading at a huge discount of around only nine dollars per share while the low end analyst price target is 22 the average price consensus is 24 and the high end analyst price prediction is 26 dollars per share however not many well-known analysts are covering this stock so who knows if these price targets are even accurate or not but we do know that the stock is trading well below their low end price target according to analysts and this company has next generation sequencing technology that's based on cancer therapy selection so again we can draw back to cancer is a huge business and if any of these companies can actually create therapies or treatments for cancer these stock prices are absolutely going to explode which is why the arkg etf has so many of these companies because only one of these companies really needs to be a true winner now we're going to look over what kathy wood has sold in her ark g etf which would include the likes of evo jean and she sold 27 599 shares the ticker symbol is evgn the current stock price is only one dollar and fifty cents average analyst price consensus is nine dollars and fifty cents and the high end price prediction is ten dollars now i do wanna point out that only two analysts are covering this stock currently and this company is based in israel it does many things through its subsidiaries such as producing its human microbiome based therapeutic solutions as well as medical cannabis among many other things we also see that kathy wood has sold around 280 000 shares of aqua bounty tech which used to be a huge stock that many people talked about back in the day the ticker symbol for aqua bounty tech is aqb the current stock price is one dollar and ninety cents four dollars and fifty cents the average price consensus is seven dollars and the high end price prediction is 12 dollars per share and this company produces disease-free and antibiotic-free salmon which live in a recirculating land-based aquaculture system now we're going to take a look at the arc innovation etf ticker symbol ark which we referenced earlier which still had astounding growth despite the recent pullback in growth and innovation stocks so we can see that arc invest is adding more coinbase shares more teledoc shares and more block shares almost 12 000 shares of block have been added to the arc innovation etf and the ticker symbol for block is sq it currently trades at a price around 144 the low end price estimate is 172 dollars the average price consensus is 271 dollars and the high end analyst price prediction for the year of 2022 is 360 dollars per share on top of that we also see that kathy woodvark invest is adding more palantir shares around 43 400 shares of palantir and the ticker symbol for palantir is pltr it currently trades at around sixteen dollars and fifty cents the low end price target is fifteen dollars so if we can get palantir below fifteen dollars that would be considered a good deal the average price estimate is twen 25 and this company builds software platforms for both government and commercial enterprises we also see that kathy wood also added more hood stock or robinhood stock to her arc innovation etf if we look over what she has sold for her arc innovation etf we can see that she dumped even more docusign shares next we're going to talk about the arc autonomous technology and robotics etf ticker symbol arkq we can see that ark has added almost 410 000 more ui shares which we referenced earlier we can also see that arc added around 400 and 1 000 shares of two simple ticker symbol tsp the current stock price is 25 the low end analyst price target is 38 the average price consensus among analysts is 56 dollars and the high-end price target is 87 dollars per share this is an electric vehicle stock and company of sorts because it creates autonomous technology for semi-trucks so they basically create self-driving software for delivery vehicles such as semi trucks we can also see that kathy wood added over half a million more palantir shares so she is absolutely loading up on palantir technologies right now which to me is a decent growth stock however i think palantir will experience most of its growth after the next two years and during the next two years it's going to be extremely volatile if we look at what kathy wood has sold in the ark etf we can see that kathy wood has sold more synopsis shares and that she has sold almost 70 000 shares of teradyne synopsis has a ticker symbol of snps the current stock price is 329 the low end price target is 320 and the high end price prediction is 471 dollars per share and to me synopsis had an insane run in growth and this is a great time to take profits on a company such as this one what this company does is that it supplies engineers with electronic design automation software that is used to test integrated circuits we also see that she has sold almost 70 000 shares of pterodyne stock ticker symbol ter the current stock price is 155 the low end analyst estimate for the stock is 121 dollars the average price consensus is 162 and the high-end price target is 205 this is another fantastic take profit play on kathy woods part so she is going to use these profits from these stocks to double down on other stocks such as palantir technologies next we're going to move on to the arc next generation internet etf ticker symbol arkw for the arkw etf we can see that she added more shares of teledoc and a hundred and seventeen thousand shares of ux and viewsix has a ticker symbol of v-u-z-i it trades around eight dollars per share and this is much lower than the low end analyst price target of 15 it's lower than the average price consensus among analysts of 25 and it's certainly lower than the high end analyst estimate of 35 per share at the end of 2022.
but now let's jump over to see what kathy wood has sold in her arkw etf and we can see that there has been no sales for today in this particular etf which brings us to our last etf which has a ticker symbol of arkx and this is their space exploration and innovation etf where she added more uipath stock and she has sold around 2 600 shares of albert systems ticker symbol eslt and this company again is another great opportunity to take profits right now because the stock price and the stock chart are es at around 173 dollars and that is actually the high end price target for this stock as well for 2022.
the average price target for the stock is 157 and the low end price estimate is 142 dollars per share so again this was a fantastic take profit play by arc invest during this very volatile time in the stock market but what do you all think comment your thoughts down below about palantir arkhamvest and kathy wood subscribe if you are new remember to smash the like button and i will see you in the next yt video
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