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Bartlett & Co Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-440
Closed -$32.9K – 432
2021
Q3 		$32.9K Hold
440
– – ﹤0.01% 567
2021
Q2 		$40.7K Hold
440
– – ﹤0.01% 540
2021
Q1 		$39K Hold
440
– – ﹤0.01% 578
2020
Q4 		$41K Buy
+440
New +$35.1K ﹤0.01% 560

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bartlett & Co Wealth Management's ARKG Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2021, closing a stake of 440 shares — an estimated $32.9K sold.

Bartlett & Co Wealth Management first reported a position in ARKG in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q4 2020. 460 funds tracked by Wall St. Rank hold ARKG as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 440 ARK Genomic Revolution ETF shares in Q4 2021, an estimated $32.9K.
  • Bartlett & Co Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's ARK Genomic Revolution ETF position peaked at $41K in Q4 2020.
  • 460 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.