Sargent Bickham Lagudis’s ARK Genomic Revolution ETF ARKG Stock Holding History

Sargent Bickham Lagudis’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	$12.3K	Hold	435	–	–	﹤0.01%	693
2022 Q3	$14K	Hold	435	–	–	﹤0.01%	633
2022 Q2	$14K	Hold	435	–	–	﹤0.01%	645
2022 Q1	$20K	Sell	435 -430	-50%	-$20.5K	﹤0.01%	598
2021 Q4	$53K	Sell	865 -2,740	-76%	-$189K	﹤0.01%	438
2021 Q3	$269K	Hold	3,605	–	–	0.02%	218
2021 Q2	$333K	Buy	3,605 +1,750	+94%	+$149K	0.03%	203
2021 Q1	$165K	Buy	1,855 +1,832	+7,965%	+$182K	0.01%	263
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	800
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	748
2020 Q2	$1K	Buy	23 +5	+28%	+$214	﹤0.01%	737
2020 Q1	$1K	Buy	+18	New	+$601	﹤0.01%	726
2019 Q1	–	Sell	-94	Closed	-$2K	–	802
2018 Q4	$2K	Hold	94	–	–	﹤0.01%	710
2018 Q3	$3K	Hold	94	–	–	﹤0.01%	712
2018 Q2	$3K	Buy	+94	New	+$2.62K	﹤0.01%	695

Other funds holding ARKG

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Sargent Bickham Lagudis's ARKG Position: Q4 2022 in Review

Sargent Bickham Lagudis held its ARK Genomic Revolution ETF (ARKG) position steady in Q4 2022 at 435 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Sargent Bickham Lagudis first reported a position in ARKG in Q2 2018 and has held it in 15 quarters since. The position peaked at $333K in Q2 2021. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

Sargent Bickham Lagudis held 435 shares of ARK Genomic Revolution ETF worth $12.3K as of Q4 2022.
Sargent Bickham Lagudis left its ARK Genomic Revolution ETF share count unchanged in Q4 2022.
ARK Genomic Revolution ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #693 holding.
Sargent Bickham Lagudis first reported a position in ARK Genomic Revolution ETF in Q2 2018 and has held it in 15 quarters since.
Sargent Bickham Lagudis's ARK Genomic Revolution ETF position peaked at $333K in Q2 2021.
319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.