Legacy Wealth Planning’s ARK Genomic Revolution ETF ARKG Stock Holding History

Legacy Wealth Planning’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	$205K	Buy	+6,242	New	+$229K	0.34%	74
2022 Q2	–	Sell	-6,942	Closed	-$319K	–	92
2022 Q1	$319K	Buy	6,942 +1,100	+19%	+$52.4K	0.38%	54
2021 Q4	$358K	Buy	5,842 +165	+3%	+$11.4K	0.41%	51
2021 Q3	$424K	Sell	5,677 -1,300	-19%	-$109K	0.48%	48
2021 Q2	$645K	Buy	6,977 +825	+13%	+$70.1K	0.73%	35
2021 Q1	$546K	Buy	+6,152	New	+$610K	0.7%	38

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legacy Wealth Planning's ARKG Position: Q3 2022 in Review

Legacy Wealth Planning opened a new position in ARK Genomic Revolution ETF (ARKG) in Q3 2022: 6,242 shares worth $205K. The stake represents 0.34% of the portfolio and ranks #74 among its holdings. This is a return to the name: Legacy Wealth Planning previously reported a position in ARKG as recently as Q1 2022.

Legacy Wealth Planning first reported a position in ARKG in Q1 2021 and has held it in 6 quarters since. The position peaked at $645K in Q2 2021. 312 funds tracked by Wall St. Rank hold ARKG as of Q3 2022.

Legacy Wealth Planning held 6,242 shares of ARK Genomic Revolution ETF worth $205K as of Q3 2022.
ARK Genomic Revolution ETF was a new Legacy Wealth Planning position in Q3 2022.
ARK Genomic Revolution ETF made up 0.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #74 holding.
Legacy Wealth Planning first reported a position in ARK Genomic Revolution ETF in Q1 2021 and has held it in 6 quarters since.
Legacy Wealth Planning's ARK Genomic Revolution ETF position peaked at $645K in Q2 2021.
312 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.