Evoke Wealth’s ARK Genomic Revolution ETF ARKG Stock Holding History

Evoke Wealth’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
2022 Q4	–	Sell	-491	Closed	-$16K	–	406
2022 Q3	$16K	Hold	491	–	–	﹤0.01%	674
2022 Q2	$15K	Hold	491	–	–	﹤0.01%	696
2022 Q1	$23K	Hold	491	–	–	﹤0.01%	628
2021 Q4	$30K	Sell	491 -100	-17%	-$6.91K	﹤0.01%	606
2021 Q3	$44K	Buy	591 +100	+20%	+$8.39K	﹤0.01%	521
2021 Q2	$45K	Buy	+491	New	+$41.7K	﹤0.01%	536

Other funds holding ARKG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Evoke Wealth's ARKG Position: Q4 2022 in Review

Evoke Wealth sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2022, closing a stake of 491 shares — an estimated $16K sold.

Evoke Wealth first reported a position in ARKG in Q2 2021 and held it in 6 quarters. The position peaked at $45K in Q2 2021. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

Evoke Wealth reported no remaining ARK Genomic Revolution ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 491 ARK Genomic Revolution ETF shares in Q4 2022, an estimated $16K.
Evoke Wealth first reported a position in ARK Genomic Revolution ETF in Q2 2021 and held it in 6 quarters.
Evoke Wealth's ARK Genomic Revolution ETF position peaked at $45K in Q2 2021.
319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.