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Security National Trust’s ARK Genomic Revolution ETF ARKG Stock Holding History

Security National Trust’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
Q3 		$46K Hold
500
– – 0.01% 270
2021
Q2 		$46K Hold
500
– – 0.01% 278
2021
Q1 		$44K Hold
500
– – 0.01% 273
2020
Q4 		$47K Buy
+500
New +$39.8K 0.01% 264

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Security National Trust's ARKG Position: Q3 2021 in Review

Security National Trust held its ARK Genomic Revolution ETF (ARKG) position steady in Q3 2021 at 500 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #270.

Security National Trust first reported a position in ARKG in Q4 2020 and has held it in 4 quarters since. The position peaked at $47K in Q4 2020. 470 funds tracked by Wall St. Rank hold ARKG as of Q3 2021.

  • Security National Trust held 500 shares of ARK Genomic Revolution ETF worth $46K as of Q3 2021.
  • Security National Trust left its ARK Genomic Revolution ETF share count unchanged in Q3 2021.
  • ARK Genomic Revolution ETF made up 0.01% of Security National Trust's portfolio in Q3 2021, its #270 holding.
  • Security National Trust first reported a position in ARK Genomic Revolution ETF in Q4 2020 and has held it in 4 quarters since.
  • Security National Trust's ARK Genomic Revolution ETF position peaked at $47K in Q4 2020.
  • 470 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.