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Legacy Wealth Management (Mississippi)’s ARK Genomic Revolution ETF ARKG Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-8,000
Closed -$268K – 95
2019
Q4 		$268K Buy
+8,000
New +$254K 0.23% 87

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ARKG Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2020, closing a stake of 8,000 shares — an estimated $268K sold.

Legacy Wealth Management (Mississippi) first reported a position in ARKG in Q4 2019 and held it in 1 quarter. The position peaked at $268K in Q4 2019. 106 funds tracked by Wall St. Rank hold ARKG as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining ARK Genomic Revolution ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 8,000 ARK Genomic Revolution ETF shares in Q1 2020, an estimated $268K.
  • Legacy Wealth Management (Mississippi) first reported a position in ARK Genomic Revolution ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s ARK Genomic Revolution ETF position peaked at $268K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.