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

Calamos 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
2022 Q4	–	Sell	-7,392	Closed	-$243K	–	324
2022 Q3	$243K	Sell	7,392 -1,218	-14%	-$44.7K	0.02%	276
2022 Q2	$271K	Buy	8,610 +490	+6%	+$17.1K	0.02%	273
2022 Q1	$373K	Sell	8,120 -2,203	-21%	-$105K	0.03%	259
2021 Q4	$632K	Sell	10,323 -2,553	-20%	-$176K	0.05%	206
2021 Q3	$962K	Sell	12,876 -1,350	-9%	-$113K	0.08%	165
2021 Q2	$1.32M	Buy	14,226 +2,487	+21%	+$211K	0.1%	139
2021 Q1	$1.04M	Buy	11,739 +2,421	+26%	+$240K	0.09%	156
2020 Q4	$869K	Buy	9,318 +5,324	+133%	+$424K	0.08%	155
2020 Q3	$254K	Buy	+3,994	New	+$234K	0.03%	237

Other funds holding ARKG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Calamos Wealth Management's ARKG Position: Q4 2022 in Review

Calamos Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2022, closing a stake of 7,392 shares — an estimated $243K sold.

Calamos Wealth Management first reported a position in ARKG in Q3 2020 and held it in 9 quarters. The position peaked at $1.32M in Q2 2021. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

Calamos Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q4 2022 after selling out during the quarter.
Calamos Wealth Management sold 7,392 ARK Genomic Revolution ETF shares in Q4 2022, an estimated $243K.
Calamos Wealth Management first reported a position in ARK Genomic Revolution ETF in Q3 2020 and held it in 9 quarters.
Calamos Wealth Management's ARK Genomic Revolution ETF position peaked at $1.32M in Q2 2021.
319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Calamos Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.