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IBEX Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-1,633
Closed -$122K – 204
2021
Q3 		$122K Buy
+1,633
New +$137K 0.02% 219

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IBEX Wealth Advisors's ARKG Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2021, closing a stake of 1,633 shares — an estimated $122K sold.

IBEX Wealth Advisors first reported a position in ARKG in Q3 2021 and held it in 1 quarter. The position peaked at $122K in Q3 2021. 460 funds tracked by Wall St. Rank hold ARKG as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,633 ARK Genomic Revolution ETF shares in Q4 2021, an estimated $122K.
  • IBEX Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's ARK Genomic Revolution ETF position peaked at $122K in Q3 2021.
  • 460 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.