Laidlaw Wealth Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Laidlaw Wealth Management’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 Q4	–	Sell	-20,793	Closed	-$683K	–	368
2022 Q3	$683K	Sell	20,793 -77	-0.4%	-$2.83K	0.16%	141
2022 Q2	$657K	Buy	20,870 +5,702	+38%	+$199K	0.13%	165
2022 Q1	$697K	Buy	15,168 +4,368	+40%	+$208K	0.12%	178
2021 Q4	$661K	Buy	10,800 +358	+3%	+$24.7K	0.11%	191
2021 Q3	$780K	Sell	10,442 -500	-5%	-$42K	0.2%	109
2021 Q2	$1.01M	Buy	10,942 +5,707	+109%	+$485K	0.26%	94
2021 Q1	$465K	Buy	5,235 +718	+16%	+$71.2K	0.16%	129
2020 Q4	$421K	Buy	+4,517	New	+$360K	0.09%	212

Other funds holding ARKG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 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

Laidlaw Wealth Management's ARKG Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2022, closing a stake of 20,793 shares — an estimated $683K sold.

Laidlaw Wealth Management first reported a position in ARKG in Q4 2020 and held it in 8 quarters. The position peaked at $1.01M in Q2 2021. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

Laidlaw Wealth Management reported no remaining ARK Genomic Revolution ETF position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 20,793 ARK Genomic Revolution ETF shares in Q4 2022, an estimated $683K.
Laidlaw Wealth Management first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's ARK Genomic Revolution ETF position peaked at $1.01M in Q2 2021.
319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.