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

HB 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
Q3 		– Sell
-6,265
Closed -$214K – 763
2023
Q2 		$214K Buy
+6,265
New +$197K ﹤0.01% 657

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Citigroup
Citigroup New York $235B AUM 32.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

HB Wealth Management's ARKG Position: Q3 2023 in Review

HB Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2023, closing a stake of 6,265 shares — an estimated $214K sold.

HB Wealth Management first reported a position in ARKG in Q2 2023 and held it in 1 quarter. The position peaked at $214K in Q2 2023. 286 funds tracked by Wall St. Rank hold ARKG as of Q3 2023.

  • HB Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q3 2023 after selling out during the quarter.
  • HB Wealth Management sold 6,265 ARK Genomic Revolution ETF shares in Q3 2023, an estimated $214K.
  • HB Wealth Management first reported a position in ARK Genomic Revolution ETF in Q2 2023 and held it in 1 quarter.
  • HB Wealth Management's ARK Genomic Revolution ETF position peaked at $214K in Q2 2023.
  • 286 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2023.

Based on HB Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.