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Harvest Group Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Harvest Group Wealth 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
2023
Q1 		– Sell
-9,776
Closed -$276K – 191
2022
Q4 		$276K Sell
9,776
-409
-4% -$13K 0.18% 50
2022
Q3 		$317K Sell
10,185
-1,284
-11% -$47.1K 0.21% 49
2022
Q2 		$427K Buy
+11,469
New +$401K 0.26% 46
2021
Q1 		– Sell
-200
Closed -$19K – 79
2020
Q4 		$19K Buy
+200
New +$15.9K 0.01% 171

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return