CVA Family Office’s ARK Genomic Revolution ETF ARKG Stock Holding History

CVA Family Office’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
2024 Q4	–	Sell	-73	Closed	-$1.87K	–	1292
2024 Q3	$1.87K	Hold	73	–	–	﹤0.01%	988
2024 Q2	$1.71K	Hold	73	–	–	﹤0.01%	985
2024 Q1	$2.1K	Hold	73	–	–	﹤0.01%	929
2023 Q4	$2.4K	Buy	+73	New	+$1.99K	﹤0.01%	889
2022 Q1	–	Sell	-12	Closed	-$1K	–	947
2021 Q4	$1K	Buy	+12	New	+$830	﹤0.01%	866

Other funds holding ARKG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Two Sigma Investments New York $124B AUM 33.93% 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

CVA Family Office's ARKG Position: Q4 2024 in Review

CVA Family Office sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2024, closing a stake of 73 shares — an estimated $1.87K sold.

CVA Family Office first reported a position in ARKG in Q4 2021 and held it in 5 quarters. The position peaked at $2.4K in Q4 2023. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2024.

CVA Family Office reported no remaining ARK Genomic Revolution ETF position as of Q4 2024 after selling out during the quarter.
CVA Family Office sold 73 ARK Genomic Revolution ETF shares in Q4 2024, an estimated $1.87K.
CVA Family Office first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 5 quarters.
CVA Family Office's ARK Genomic Revolution ETF position peaked at $2.4K in Q4 2023.
238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.