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AJ Wealth Strategies’s Ginkgo Bioworks DNA Stock Holding History

AJ Wealth Strategies’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$367K Hold
4,930
– – 0.02% 213
2023
Q1 		$262K Hold
4,930
– – 0.01% 245
2022
Q4 		$333K Sell
4,930
-100
-2% -$9.2K 0.02% 220
2022
Q3 		$628K Buy
5,030
+280
+6% +$33.4K 0.04% 165
2022
Q2 		$452K Sell
4,750
-485
-9% -$59.2K 0.02% 194
2022
Q1 		$844K Buy
+5,235
New +$1.02M 0.04% 154

Other funds holding DNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

AJ Wealth Strategies's DNA Position: Q2 2023 in Review

AJ Wealth Strategies held its Ginkgo Bioworks (DNA) position steady in Q2 2023 at 4,930 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #213.

AJ Wealth Strategies first reported a position in DNA in Q1 2022 and has held it in 6 quarters since. The position peaked at $844K in Q1 2022. 315 funds tracked by Wall St. Rank hold DNA as of Q2 2023.

  • AJ Wealth Strategies held 4,930 shares of Ginkgo Bioworks worth $367K as of Q2 2023.
  • AJ Wealth Strategies left its Ginkgo Bioworks share count unchanged in Q2 2023.
  • Ginkgo Bioworks made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #213 holding.
  • AJ Wealth Strategies first reported a position in Ginkgo Bioworks in Q1 2022 and has held it in 6 quarters since.
  • AJ Wealth Strategies's Ginkgo Bioworks position peaked at $844K in Q1 2022.
  • 315 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.