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Advisor Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Advisor Group’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
2019
Q4 		$1.23M Buy
36,785
+7,228
+24% +$230K 0.01% 1072
2019
Q3 		$872K Buy
29,557
+3,646
+14% +$119K 0.01% 1225
2019
Q2 		$893K Buy
25,911
+1,367
+6% +$43.8K 0.01% 1188
2019
Q1 		$806K Buy
24,544
+11,723
+91% +$346K 0.01% 1235
2018
Q4 		$307K Sell
12,821
-607
-5% -$17.1K ﹤0.01% 1767
2018
Q3 		$448K Buy
13,428
+11,513
+601% +$364K ﹤0.01% 1549
2018
Q2 		$56K Buy
1,915
+1,365
+248% +$38K ﹤0.01% 2996
2018
Q1 		$14K Sell
550
-100
-15% -$2.71K ﹤0.01% 3873
2017
Q4 		$15K Buy
650
+250
+63% +$6.33K ﹤0.01% 3848
2017
Q3 		$11K Buy
+400
New +$9.41K ﹤0.01% 3903

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group's ARKG Position: Q4 2019 in Review

Advisor Group increased its ARK Genomic Revolution ETF (ARKG) stake by 24% in Q4 2019, buying an estimated $230K and bringing the position to 36,785 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1072.

Advisor Group first reported a position in ARKG in Q3 2017 and has held it in 10 quarters since. 93 funds tracked by Wall St. Rank hold ARKG as of Q4 2019.

  • Advisor Group held 36,785 shares of ARK Genomic Revolution ETF worth $1.23M as of Q4 2019.
  • Advisor Group bought 7,228 ARK Genomic Revolution ETF shares in Q4 2019, an estimated $230K.
  • ARK Genomic Revolution ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1072 holding.
  • Advisor Group first reported a position in ARK Genomic Revolution ETF in Q3 2017 and has held it in 10 quarters since.
  • 93 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.