BDO Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

BDO Wealth Advisors’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
2020 Q4	–	Sell	-600	Closed	-$38K	–	921
2020 Q3	$38K	Sell	600 -5,993	-91%	-$351K	0.01%	361
2020 Q2	$344K	Sell	6,593 -41	-0.6%	-$1.76K	0.06%	155
2020 Q1	$208K	Hold	6,634	–	–	0.04%	200
2019 Q4	$222K	Hold	6,634	–	–	0.06%	183
2019 Q3	$196K	Hold	6,634	–	–	0.05%	194
2019 Q2	$229K	Buy	+6,634	New	+$213K	0.06%	178

Other funds holding ARKG

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

BDO Wealth Advisors's ARKG Position: Q4 2020 in Review

BDO Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2020, closing a stake of 600 shares — an estimated $38K sold.

BDO Wealth Advisors first reported a position in ARKG in Q2 2019 and held it in 6 quarters. The position peaked at $344K in Q2 2020. 414 funds tracked by Wall St. Rank hold ARKG as of Q4 2020.

BDO Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 600 ARK Genomic Revolution ETF shares in Q4 2020, an estimated $38K.
BDO Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q2 2019 and held it in 6 quarters.
BDO Wealth Advisors's ARK Genomic Revolution ETF position peaked at $344K in Q2 2020.
414 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.