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Sage Private Wealth Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Sage Private Wealth Group’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
Q4 		– Sell
-50
Closed -$2K – 57
2022
Q3 		$2K Buy
+50
New +$1.84K ﹤0.01% 179

Other funds holding ARKG

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sage Private Wealth Group's ARKG Position: Q4 2022 in Review

Sage Private Wealth Group sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2022, closing a stake of 50 shares — an estimated $2K sold.

Sage Private Wealth Group first reported a position in ARKG in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

  • Sage Private Wealth Group reported no remaining ARK Genomic Revolution ETF position as of Q4 2022 after selling out during the quarter.
  • Sage Private Wealth Group sold 50 ARK Genomic Revolution ETF shares in Q4 2022, an estimated $2K.
  • Sage Private Wealth Group first reported a position in ARK Genomic Revolution ETF in Q3 2022 and held it in 1 quarter.
  • Sage Private Wealth Group's ARK Genomic Revolution ETF position peaked at $2K in Q3 2022.
  • 319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.