Gradient Investments’s ARK Genomic Revolution ETF ARKG Stock Holding History

Gradient Investments’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 Q1	–	Sell	-140	Closed	-$4.59K	–	1270
2023 Q4	$4.59K	Hold	140	–	–	﹤0.01%	1018
2023 Q3	$3.9K	Hold	140	–	–	﹤0.01%	1012
2023 Q2	$4.77K	Sell	140 -40	-22%	-$1.26K	﹤0.01%	962
2023 Q1	$5.41K	Buy	180 +40	+29%	+$1.24K	﹤0.01%	933
2022 Q4	$3.95K	Hold	140	–	–	﹤0.01%	969
2022 Q3	$5K	Hold	140	–	–	﹤0.01%	946
2022 Q2	$4K	Buy	+140	New	+$4.9K	﹤0.01%	918
2022 Q1	–	Sell	-100	Closed	-$6K	–	1173
2021 Q4	$6K	Buy	+100	New	+$6.91K	﹤0.01%	892

Other funds holding ARKG

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Gradient Investments's ARKG Position: Q1 2024 in Review

Gradient Investments sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2024, closing a stake of 140 shares — an estimated $4.59K sold.

Gradient Investments first reported a position in ARKG in Q4 2021 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 284 funds tracked by Wall St. Rank hold ARKG as of Q1 2024.

Gradient Investments reported no remaining ARK Genomic Revolution ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 140 ARK Genomic Revolution ETF shares in Q1 2024, an estimated $4.59K.
Gradient Investments first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 8 quarters.
Gradient Investments's ARK Genomic Revolution ETF position peaked at $6K in Q4 2021.
284 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.