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Capstone Financial Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Capstone Financial Group’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
Q3 		– Sell
-500
Closed -$28K – 157
2020
Q2 		$28K Buy
+500
New +$21.4K 0.02% 139

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Capstone Financial Group's ARKG Position: Q3 2020 in Review

Capstone Financial Group sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2020, closing a stake of 500 shares — an estimated $28K sold.

Capstone Financial Group first reported a position in ARKG in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 242 funds tracked by Wall St. Rank hold ARKG as of Q3 2020.

  • Capstone Financial Group reported no remaining ARK Genomic Revolution ETF position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 500 ARK Genomic Revolution ETF shares in Q3 2020, an estimated $28K.
  • Capstone Financial Group first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 1 quarter.
  • Capstone Financial Group's ARK Genomic Revolution ETF position peaked at $28K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.