Essex Savings Bank’s ARK Genomic Revolution ETF ARKG Stock Holding History

Essex Savings Bank’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 Q4	–	Sell	-4,300	Closed	-$368K	–	224
2021 Q3	$368K	Buy	4,300 +900	+26%	+$75.5K	0.13%	149
2021 Q2	$278K	Buy	3,400 +82	+2%	+$6.97K	0.11%	165
2021 Q1	$310K	Buy	3,318 +67	+2%	+$6.65K	0.14%	148
2020 Q4	$303K	Sell	3,251 -310	-9%	-$24.7K	0.14%	152
2020 Q3	$227K	Buy	+3,561	New	+$209K	0.11%	170

Other funds holding ARKG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Essex Savings Bank's ARKG Position: Q4 2021 in Review

Essex Savings Bank sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2021, closing a stake of 4,300 shares — an estimated $368K sold.

Essex Savings Bank first reported a position in ARKG in Q3 2020 and held it in 5 quarters. The position peaked at $368K in Q3 2021. 461 funds tracked by Wall St. Rank hold ARKG as of Q4 2021.

Essex Savings Bank reported no remaining ARK Genomic Revolution ETF position as of Q4 2021 after selling out during the quarter.
Essex Savings Bank sold 4,300 ARK Genomic Revolution ETF shares in Q4 2021, an estimated $368K.
Essex Savings Bank first reported a position in ARK Genomic Revolution ETF in Q3 2020 and held it in 5 quarters.
Essex Savings Bank's ARK Genomic Revolution ETF position peaked at $368K in Q3 2021.
461 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2021.

Based on Essex Savings Bank's 13F filing for Q4 2021, filed 23 Feb 2022.