Lenox Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Lenox Wealth Advisors’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 Q1	$0	Hold	4	–	–	﹤0.01%	768
2021 Q4	$0	Hold	4	–	–	﹤0.01%	954
2021 Q3	$0	Hold	4	–	–	﹤0.01%	714
2021 Q2	$0	Hold	4	–	–	﹤0.01%	698
2021 Q1	$0	Buy	+4	New	+$397	﹤0.01%	680

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Lenox Wealth Advisors's ARKG Position: Q1 2022 in Review

Lenox Wealth Advisors held its ARK Genomic Revolution ETF (ARKG) position steady in Q1 2022 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Lenox Wealth Advisors first reported a position in ARKG in Q1 2021 and has held it in 5 quarters since. 388 funds tracked by Wall St. Rank hold ARKG as of Q1 2022.

Lenox Wealth Advisors held 4 shares of ARK Genomic Revolution ETF worth $0 as of Q1 2022.
Lenox Wealth Advisors left its ARK Genomic Revolution ETF share count unchanged in Q1 2022.
ARK Genomic Revolution ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #768 holding.
Lenox Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2021 and has held it in 5 quarters since.
388 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.