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Lee Financial Group Hawaii’s ARK Genomic Revolution ETF ARKG Stock Holding History

Lee Financial Group Hawaii’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
Q2 		– Sell
-2,280
Closed -$202K – 37
2021
Q1 		$202K Sell
2,280
-53,761
-96% -$5.33M 0.17% 28
2020
Q4 		$5.23M Buy
56,041
+7,529
+16% +$600K 4.4% 7
2020
Q3 		$3.09M Buy
48,512
+21,331
+78% +$1.25M 2.57% 16
2020
Q2 		$1.42M Buy
+27,181
New +$1.17M 1.22% 20

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lee Financial Group Hawaii's ARKG Position: Q2 2021 in Review

Lee Financial Group Hawaii sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2021, closing a stake of 2,280 shares — an estimated $202K sold.

Lee Financial Group Hawaii first reported a position in ARKG in Q2 2020 and held it in 4 quarters. The position peaked at $5.23M in Q4 2020. 514 funds tracked by Wall St. Rank hold ARKG as of Q2 2021.

  • Lee Financial Group Hawaii reported no remaining ARK Genomic Revolution ETF position as of Q2 2021 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 2,280 ARK Genomic Revolution ETF shares in Q2 2021, an estimated $202K.
  • Lee Financial Group Hawaii first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 4 quarters.
  • Lee Financial Group Hawaii's ARK Genomic Revolution ETF position peaked at $5.23M in Q4 2020.
  • 514 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q2 2021, filed 9 Aug 2021.