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Northwest Financial Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Northwest Financial 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
Q4 		– Sell
-1,425
Closed -$36.5K – 132
2024
Q3 		$36.5K Buy
+1,425
New +$36.3K 0.03% 258
2024
Q1 		– Sell
-1,425
Closed -$46.8K – 112
2023
Q4 		$46.8K Buy
+1,425
New +$38.7K 0.04% 213

Other funds holding ARKG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Financial Advisors's ARKG Position: Q4 2024 in Review

Northwest Financial Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2024, closing a stake of 1,425 shares — an estimated $36.5K sold.

Northwest Financial Advisors first reported a position in ARKG in Q4 2023 and held it in 2 quarters. The position peaked at $46.8K in Q4 2023. 238 funds tracked by Wall St. Rank hold ARKG as of Q4 2024.

  • Northwest Financial Advisors reported no remaining ARK Genomic Revolution ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,425 ARK Genomic Revolution ETF shares in Q4 2024, an estimated $36.5K.
  • Northwest Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's ARK Genomic Revolution ETF position peaked at $46.8K in Q4 2023.
  • 238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.