LM Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

LM 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
2024 Q1	–	Sell	-853	Closed	-$28K	–	246
2023 Q4	$28K	Buy	+853	New	+$23.2K	0.01%	390

Other funds holding ARKG

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

LM Advisors's ARKG Position: Q1 2024 in Review

LM Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2024, closing a stake of 853 shares — an estimated $28K sold.

LM Advisors first reported a position in ARKG in Q4 2023 and held it in 1 quarter. The position peaked at $28K in Q4 2023. 284 funds tracked by Wall St. Rank hold ARKG as of Q1 2024.

LM Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 853 ARK Genomic Revolution ETF shares in Q1 2024, an estimated $28K.
LM Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2023 and held it in 1 quarter.
LM Advisors's ARK Genomic Revolution ETF position peaked at $28K in Q4 2023.
284 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.