Lloyd Advisory Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Lloyd Advisory Services’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 Q2	–	Sell	-3	Closed	–	–	99
2022 Q1	$0	Hold	3	–	–	﹤0.01%	602
2021 Q4	$0	Buy	+3	New	+$207	﹤0.01%	424
2020 Q1	–	Sell	-280	Closed	-$9K	–	269
2019 Q4	$9K	Buy	+280	New	+$8.9K	0.01%	219

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

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

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

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Lloyd Advisory Services's ARKG Position: Q2 2022 in Review

Lloyd Advisory Services sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2022, closing a stake of 3 shares.

Lloyd Advisory Services first reported a position in ARKG in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 333 funds tracked by Wall St. Rank hold ARKG as of Q2 2022.

Lloyd Advisory Services reported no remaining ARK Genomic Revolution ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 3 ARK Genomic Revolution ETF shares in Q2 2022.
Lloyd Advisory Services first reported a position in ARK Genomic Revolution ETF in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's ARK Genomic Revolution ETF position peaked at $9K in Q4 2019.
333 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.