Clearview Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Clearview Wealth Advisors’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	-135	Closed	-$4.6K	–	149
2023 Q2	$4.6K	Hold	135	–	–	﹤0.01%	441
2023 Q1	$4.06K	Hold	135	–	–	﹤0.01%	450
2022 Q4	$3.81K	Sell	135 -100	-43%	-$3.17K	﹤0.01%	420
2022 Q3	$8K	Hold	235	–	–	0.01%	355
2022 Q2	$7K	Hold	235	–	–	0.01%	395
2022 Q1	$11K	Buy	235 +100	+74%	+$4.77K	0.01%	362
2021 Q4	$8K	Hold	135	–	–	﹤0.01%	444
2021 Q3	$10K	Hold	135	–	–	0.01%	411
2021 Q2	$12K	Hold	135	–	–	0.01%	391
2021 Q1	$12K	Buy	+135	New	+$13.4K	0.01%	380

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

Clearview Wealth Advisors's ARKG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2023, closing a stake of 135 shares — an estimated $4.6K sold.

Clearview Wealth Advisors first reported a position in ARKG in Q1 2021 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 286 funds tracked by Wall St. Rank hold ARKG as of Q3 2023.

Clearview Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 135 ARK Genomic Revolution ETF shares in Q3 2023, an estimated $4.6K.
Clearview Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's ARK Genomic Revolution ETF position peaked at $12K in Q2 2021.
286 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.