Personal CFO Solutions’s ARK Genomic Revolution ETF ARKG Stock Holding History

Personal CFO Solutions’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 Q3	–	Sell	-7,258	Closed	-$229K	–	418
2022 Q2	$229K	Sell	7,258 -3,239	-31%	-$113K	0.05%	347
2022 Q1	$482K	Sell	10,497 -3,671	-26%	-$175K	0.1%	207
2021 Q4	$868K	Sell	14,168 -4,448	-24%	-$308K	0.16%	125
2021 Q3	$1.39M	Sell	18,616 -508	-3%	-$42.6K	0.29%	68
2021 Q2	$1.77M	Sell	19,124 -1,311	-6%	-$111K	0.36%	52
2021 Q1	$1.81M	Buy	20,435 +5,926	+41%	+$588K	0.39%	53
2020 Q4	$1.35M	Buy	14,509 +8,123	+127%	+$647K	0.33%	63
2020 Q3	$0	Buy	+6,386	New	+$374K	﹤0.01%	146

Other funds holding ARKG

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Personal CFO Solutions's ARKG Position: Q3 2022 in Review

Personal CFO Solutions sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2022, closing a stake of 7,258 shares — an estimated $229K sold.

Personal CFO Solutions first reported a position in ARKG in Q3 2020 and held it in 8 quarters. The position peaked at $1.81M in Q1 2021. 311 funds tracked by Wall St. Rank hold ARKG as of Q3 2022.

Personal CFO Solutions reported no remaining ARK Genomic Revolution ETF position as of Q3 2022 after selling out during the quarter.
Personal CFO Solutions sold 7,258 ARK Genomic Revolution ETF shares in Q3 2022, an estimated $229K.
Personal CFO Solutions first reported a position in ARK Genomic Revolution ETF in Q3 2020 and held it in 8 quarters.
Personal CFO Solutions's ARK Genomic Revolution ETF position peaked at $1.81M in Q1 2021.
311 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.