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Retirement Capital Strategies’s ARK Genomic Revolution ETF ARKG Stock Holding History

Retirement Capital Strategies’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
Q1 		– Sell
-73,715
Closed -$6.88M – 76
2020
Q4 		$6.88M Buy
+73,715
New +$5.87M 2.79% 14

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Capital Strategies's ARKG Position: Q1 2021 in Review

Retirement Capital Strategies sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2021, closing a stake of 73,715 shares — an estimated $6.88M sold.

Retirement Capital Strategies first reported a position in ARKG in Q4 2020 and held it in 1 quarter. The position peaked at $6.88M in Q4 2020. 508 funds tracked by Wall St. Rank hold ARKG as of Q1 2021.

  • Retirement Capital Strategies reported no remaining ARK Genomic Revolution ETF position as of Q1 2021 after selling out during the quarter.
  • Retirement Capital Strategies sold 73,715 ARK Genomic Revolution ETF shares in Q1 2021, an estimated $6.88M.
  • Retirement Capital Strategies first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 1 quarter.
  • Retirement Capital Strategies's ARK Genomic Revolution ETF position peaked at $6.88M in Q4 2020.
  • 508 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2021.

Based on Retirement Capital Strategies's 13F filing for Q1 2021, filed 29 Apr 2021.