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High Net Worth Advisory Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

High Net Worth Advisory Group’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
2022
Q3 		– Sell
-115
Closed -$4K – 679
2022
Q2 		$4K Sell
115
-1,003
-90% -$35.1K ﹤0.01% 594
2022
Q1 		$51K Buy
1,118
+503
+82% +$24K 0.02% 336
2021
Q4 		$38K Buy
+615
New +$42.5K 0.01% 376

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

High Net Worth Advisory Group's ARKG Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2022, closing a stake of 115 shares — an estimated $4K sold.

High Net Worth Advisory Group first reported a position in ARKG in Q4 2021 and held it in 3 quarters. The position peaked at $51K in Q1 2022. 311 funds tracked by Wall St. Rank hold ARKG as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining ARK Genomic Revolution ETF position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 115 ARK Genomic Revolution ETF shares in Q3 2022, an estimated $4K.
  • High Net Worth Advisory Group first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 3 quarters.
  • High Net Worth Advisory Group's ARK Genomic Revolution ETF position peaked at $51K in Q1 2022.
  • 311 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.