Clear Creek Financial Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Clear Creek Financial 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
2023 Q3	–	Sell	-6,396	Closed	-$218K	–	324
2023 Q2	$218K	Buy	+6,396	New	+$201K	0.04%	291
2022 Q4	–	Sell	-6,346	Closed	-$209K	–	296
2022 Q3	$209K	Sell	6,346 -15	-0.2%	-$551	0.05%	252
2022 Q2	$200K	Buy	6,361 +176	+3%	+$6.16K	0.04%	283
2022 Q1	$284K	Buy	6,185 +1,624	+36%	+$77.4K	0.04%	263
2021 Q4	$279K	Buy	+4,561	New	+$315K	0.04%	261

Other funds holding ARKG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Clear Creek Financial Management's ARKG Position: Q3 2023 in Review

Clear Creek Financial Management sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2023, closing a stake of 6,396 shares — an estimated $218K sold.

Clear Creek Financial Management first reported a position in ARKG in Q4 2021 and held it in 5 quarters. The position peaked at $284K in Q1 2022. 286 funds tracked by Wall St. Rank hold ARKG as of Q3 2023.

Clear Creek Financial Management reported no remaining ARK Genomic Revolution ETF position as of Q3 2023 after selling out during the quarter.
Clear Creek Financial Management sold 6,396 ARK Genomic Revolution ETF shares in Q3 2023, an estimated $218K.
Clear Creek Financial Management first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 5 quarters.
Clear Creek Financial Management's ARK Genomic Revolution ETF position peaked at $284K in Q1 2022.
286 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2023.

Based on Clear Creek Financial Management's 13F filing for Q3 2023, filed 24 Oct 2023.