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Norris Financial Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Norris Financial Group’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
2021
Q2 		– Sell
-10,005
Closed -$888K – 83
2021
Q1 		$888K Sell
10,005
-3,498
-26% -$347K 0.65% 41
2020
Q4 		$1.26M Sell
13,503
-1,619
-11% -$129K 0.99% 27
2020
Q3 		$963K Buy
+15,122
New +$886K 0.82% 30

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SDH
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UBS Group
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return