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

Brown Miller 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
2024
Q4 		– Sell
-17,974
Closed -$460K – 121
2024
Q3 		$460K Buy
17,974
+933
+5% +$23.8K 0.18% 84
2024
Q2 		$400K Buy
17,041
+218
+1% +$5.5K 0.17% 87
2024
Q1 		$484K Buy
16,823
+714
+4% +$21.5K 0.21% 85
2023
Q4 		$529K Sell
16,109
-1,658
-9% -$45.1K 0.26% 75
2023
Q3 		$495K Buy
17,767
+1,837
+12% +$60.1K 0.28% 69
2023
Q2 		$543K Buy
15,930
+967
+6% +$30.4K 0.29% 65
2023
Q1 		$450K Buy
14,963
+592
+4% +$18.3K 0.27% 71
2022
Q4 		$406K Buy
14,371
+195
+1% +$6.19K 0.26% 79
2022
Q3 		$465K Buy
14,176
+329
+2% +$12.1K 0.33% 67
2022
Q2 		$436K Buy
13,847
+4,104
+42% +$144K 0.3% 65
2022
Q1 		$447K Buy
9,743
+3,321
+52% +$158K 0.26% 68
2021
Q4 		$393K Buy
6,422
+730
+13% +$50.5K 0.22% 84
2021
Q3 		$425K Buy
5,692
+308
+6% +$25.8K 0.27% 79
2021
Q2 		$498K Buy
5,384
+894
+20% +$76K 0.32% 66
2021
Q1 		$398K Buy
+4,490
New +$445K 0.28% 76

Other funds holding ARKG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Miller Wealth Management's ARKG Position: Q4 2024 in Review

Brown Miller Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2024, closing a stake of 17,974 shares — an estimated $460K sold.

Brown Miller Wealth Management first reported a position in ARKG in Q1 2021 and held it in 15 quarters. The position peaked at $543K in Q2 2023. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2024.

  • Brown Miller Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q4 2024 after selling out during the quarter.
  • Brown Miller Wealth Management sold 17,974 ARK Genomic Revolution ETF shares in Q4 2024, an estimated $460K.
  • Brown Miller Wealth Management first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 15 quarters.
  • Brown Miller Wealth Management's ARK Genomic Revolution ETF position peaked at $543K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2024.

Based on Brown Miller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.