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Buck Wealth Strategies’s ARK Genomic Revolution ETF ARKG Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-325
Closed -$9.07K – 84
2023
Q3 		$9.07K Buy
+325
New +$10.6K ﹤0.01% 205

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Buck Wealth Strategies's ARKG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2023, closing a stake of 325 shares — an estimated $9.07K sold.

Buck Wealth Strategies first reported a position in ARKG in Q3 2023 and held it in 1 quarter. The position peaked at $9.07K in Q3 2023. 298 funds tracked by Wall St. Rank hold ARKG as of Q4 2023.

  • Buck Wealth Strategies reported no remaining ARK Genomic Revolution ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 325 ARK Genomic Revolution ETF shares in Q4 2023, an estimated $9.07K.
  • Buck Wealth Strategies first reported a position in ARK Genomic Revolution ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's ARK Genomic Revolution ETF position peaked at $9.07K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.