Accel Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Accel Wealth Management’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-284	Closed	-$8.54K	–	211
2023 Q1	$8.54K	Hold	284	–	–	﹤0.01%	934
2022 Q4	$8.02K	Hold	284	–	–	﹤0.01%	750
2022 Q3	$10K	Hold	284	–	–	0.01%	721
2022 Q2	$10K	Hold	284	–	–	0.01%	699
2022 Q1	$14K	Hold	284	–	–	0.01%	635
2021 Q4	$17K	Sell	284 -39	-12%	-$2.7K	0.01%	594
2021 Q3	$24K	Buy	323 +49	+18%	+$4.11K	0.02%	462
2021 Q2	$25K	Sell	274 -26	-9%	-$2.21K	0.02%	474
2021 Q1	$27K	Sell	300 -2,693	-90%	-$267K	0.02%	431
2020 Q4	$279K	Buy	+2,993	New	+$238K	0.26%	82

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accel Wealth Management's ARKG Position: Q2 2023 in Review

Accel Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2023, closing a stake of 284 shares — an estimated $8.54K sold.

Accel Wealth Management first reported a position in ARKG in Q4 2020 and held it in 10 quarters. The position peaked at $279K in Q4 2020. 290 funds tracked by Wall St. Rank hold ARKG as of Q2 2023.

Accel Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 284 ARK Genomic Revolution ETF shares in Q2 2023, an estimated $8.54K.
Accel Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's ARK Genomic Revolution ETF position peaked at $279K in Q4 2020.
290 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.