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Joseph P. Lucia & Associates’s ARK Genomic Revolution ETF ARKG Stock Holding History

Joseph P. Lucia & Associates’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
-100
Closed -$3K – 121
2022
Q2 		$3K Hold
100
– – ﹤0.01% 368
2022
Q1 		$5K Buy
+100
New +$4.77K ﹤0.01% 355
2021
Q4 		– Sell
-4,432
Closed -$331K – 149
2021
Q3 		$331K Buy
4,432
+4,400
+13,750% +$369K 0.2% 98
2021
Q2 		$3K Hold
32
– – ﹤0.01% 473
2021
Q1 		$3K Buy
+32
New +$3.17K ﹤0.01% 448

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

Joseph P. Lucia & Associates's ARKG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Joseph P. Lucia & Associates first reported a position in ARKG in Q1 2021 and held it in 5 quarters. The position peaked at $331K in Q3 2021. 311 funds tracked by Wall St. Rank hold ARKG as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining ARK Genomic Revolution ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 ARK Genomic Revolution ETF shares in Q3 2022, an estimated $3K.
  • Joseph P. Lucia & Associates first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's ARK Genomic Revolution ETF position peaked at $331K in Q3 2021.
  • 311 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.