KOC
ARKG icon

Koss-Olinger Consulting’s ARK Genomic Revolution ETF ARKG Stock Holding History

Koss-Olinger Consulting’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
Q3 		– Sell
-21,000
Closed -$1.94M – 235
2021
Q2 		$1.94M Sell
21,000
-390
-2% -$33.2K 0.29% 39
2021
Q1 		$1.9M Buy
+21,390
New +$2.12M 0.32% 33

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koss-Olinger Consulting's ARKG Position: Q3 2021 in Review

Koss-Olinger Consulting sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2021, closing a stake of 21,000 shares — an estimated $1.94M sold.

Koss-Olinger Consulting first reported a position in ARKG in Q1 2021 and held it in 2 quarters. The position peaked at $1.94M in Q2 2021. 468 funds tracked by Wall St. Rank hold ARKG as of Q3 2021.

  • Koss-Olinger Consulting reported no remaining ARK Genomic Revolution ETF position as of Q3 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 21,000 ARK Genomic Revolution ETF shares in Q3 2021, an estimated $1.94M.
  • Koss-Olinger Consulting first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 2 quarters.
  • Koss-Olinger Consulting's ARK Genomic Revolution ETF position peaked at $1.94M in Q2 2021.
  • 468 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2021.

Based on Koss-Olinger Consulting's 13F filing for Q3 2021, filed 9 Nov 2021.