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Caliber Wealth Management (Utah)’s ARK Genomic Revolution ETF ARKG Stock Holding History

Caliber Wealth Management (Utah)’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
Q2 		– Sell
-10,599
Closed -$940K – 75
2021
Q1 		$940K Buy
10,599
+330
+3% +$32.7K 0.68% 49
2020
Q4 		$958K Buy
+10,269
New +$818K 0.94% 47

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
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Caliber Wealth Management (Utah)'s ARKG Position: Q2 2021 in Review

Caliber Wealth Management (Utah) sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2021, closing a stake of 10,599 shares — an estimated $940K sold.

Caliber Wealth Management (Utah) first reported a position in ARKG in Q4 2020 and held it in 2 quarters. The position peaked at $958K in Q4 2020. 512 funds tracked by Wall St. Rank hold ARKG as of Q2 2021.

  • Caliber Wealth Management (Utah) reported no remaining ARK Genomic Revolution ETF position as of Q2 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 10,599 ARK Genomic Revolution ETF shares in Q2 2021, an estimated $940K.
  • Caliber Wealth Management (Utah) first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 2 quarters.
  • Caliber Wealth Management (Utah)'s ARK Genomic Revolution ETF position peaked at $958K in Q4 2020.
  • 512 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2021, filed 22 Jul 2021.