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River Wealth Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-1,000
Closed -$24K – 168
2018
Q4 		$24K Hold
1,000
– – 0.01% 323
2018
Q3 		$33K Buy
+1,000
New +$31.7K 0.01% 329

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

River Wealth Advisors's ARKG Position: Q1 2019 in Review

River Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2019, closing a stake of 1,000 shares — an estimated $24K sold.

River Wealth Advisors first reported a position in ARKG in Q3 2018 and held it in 2 quarters. The position peaked at $33K in Q3 2018. 64 funds tracked by Wall St. Rank hold ARKG as of Q1 2019.

  • River Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,000 ARK Genomic Revolution ETF shares in Q1 2019, an estimated $24K.
  • River Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's ARK Genomic Revolution ETF position peaked at $33K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.