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Fulcrum Equity Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Fulcrum Equity 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
2021
Q2 		– Sell
-5,823
Closed -$517K – 183
2021
Q1 		$517K Sell
5,823
-201
-3% -$19.9K 0.2% 99
2020
Q4 		$562K Sell
6,024
-266
-4% -$21.2K 0.22% 85
2020
Q3 		$401K Sell
6,290
-498
-7% -$29.2K 0.19% 81
2020
Q2 		$354K Buy
+6,788
New +$291K 0.17% 108

Other funds holding ARKG

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fulcrum Equity Management's ARKG Position: Q2 2021 in Review

Fulcrum Equity Management sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2021, closing a stake of 5,823 shares — an estimated $517K sold.

Fulcrum Equity Management first reported a position in ARKG in Q2 2020 and held it in 4 quarters. The position peaked at $562K in Q4 2020. 512 funds tracked by Wall St. Rank hold ARKG as of Q2 2021.

  • Fulcrum Equity Management reported no remaining ARK Genomic Revolution ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 5,823 ARK Genomic Revolution ETF shares in Q2 2021, an estimated $517K.
  • Fulcrum Equity Management first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 4 quarters.
  • Fulcrum Equity Management's ARK Genomic Revolution ETF position peaked at $562K in Q4 2020.
  • 512 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2021.

Based on Fulcrum Equity Management's 13F filing for Q2 2021, filed 15 Jul 2021.