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

JFS 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
2023 Q2	–	Sell	-587	Closed	-$17.7K	–	1976
2023 Q1	$17.7K	Hold	587	–	–	﹤0.01%	564
2022 Q4	$16.6K	Sell	587 -8	-1%	-$254	﹤0.01%	573
2022 Q3	$20K	Hold	595	–	–	﹤0.01%	566
2022 Q2	$19K	Hold	595	–	–	﹤0.01%	594
2022 Q1	$27K	Sell	595 -368	-38%	-$17.5K	﹤0.01%	534
2021 Q4	$59K	Buy	963 +1	+0.1%	+$69	0.01%	395
2021 Q3	$72K	Buy	+962	New	+$80.7K	0.01%	366

Other funds holding ARKG

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFS Wealth Advisors's ARKG Position: Q2 2023 in Review

JFS Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2023, closing a stake of 587 shares — an estimated $17.7K sold.

JFS Wealth Advisors first reported a position in ARKG in Q3 2021 and held it in 7 quarters. The position peaked at $72K in Q3 2021. 290 funds tracked by Wall St. Rank hold ARKG as of Q2 2023.

JFS Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q2 2023 after selling out during the quarter.
JFS Wealth Advisors sold 587 ARK Genomic Revolution ETF shares in Q2 2023, an estimated $17.7K.
JFS Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q3 2021 and held it in 7 quarters.
JFS Wealth Advisors's ARK Genomic Revolution ETF position peaked at $72K in Q3 2021.
290 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2023.

Based on JFS Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.