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Planning Capital Management Corporation’s ARK Genomic Revolution ETF ARKG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.79K Hold
70
– – ﹤0.01% 597
2024
Q2 		$1.64K Buy
+70
New +$1.77K ﹤0.01% 548

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Bank of America
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MMEA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planning Capital Management Corporation's ARKG Position: Q3 2024 in Review

Planning Capital Management Corporation held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2024 at 70 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Planning Capital Management Corporation first reported a position in ARKG in Q2 2024 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold ARKG as of Q3 2024.

  • Planning Capital Management Corporation held 70 shares of ARK Genomic Revolution ETF worth $1.79K as of Q3 2024.
  • Planning Capital Management Corporation left its ARK Genomic Revolution ETF share count unchanged in Q3 2024.
  • ARK Genomic Revolution ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #597 holding.
  • Planning Capital Management Corporation first reported a position in ARK Genomic Revolution ETF in Q2 2024 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.