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Global Wealth Strategies & Associates’s ARK Genomic Revolution ETF ARKG Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-131
Closed -$3.65K – 339
2023
Q3 		$3.65K Hold
131
– – ﹤0.01% 227
2023
Q2 		$4.47K Hold
131
– – ﹤0.01% 212
2023
Q1 		$3.94K Hold
131
– – ﹤0.01% 223
2022
Q4 		$3.7K Buy
+131
New +$4.16K ﹤0.01% 233

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Global Wealth Strategies & Associates's ARKG Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2023, closing a stake of 131 shares — an estimated $3.65K sold.

Global Wealth Strategies & Associates first reported a position in ARKG in Q4 2022 and held it in 4 quarters. The position peaked at $4.47K in Q2 2023. 299 funds tracked by Wall St. Rank hold ARKG as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining ARK Genomic Revolution ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 131 ARK Genomic Revolution ETF shares in Q4 2023, an estimated $3.65K.
  • Global Wealth Strategies & Associates first reported a position in ARK Genomic Revolution ETF in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's ARK Genomic Revolution ETF position peaked at $4.47K in Q2 2023.
  • 299 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.