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Sequoia Financial Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Sequoia Financial 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
2024
Q1 		– Sell
-8,251
Closed -$271K – 1174
2023
Q4 		$271K Buy
8,251
+46
+0.6% +$1.25K ﹤0.01% 969
2023
Q3 		$229K Hold
8,205
– – ﹤0.01% 805
2023
Q2 		$280K Sell
8,205
-1,452
-15% -$45.6K ﹤0.01% 727
2023
Q1 		$290K Sell
9,657
-1,487
-13% -$46.1K 0.01% 642
2022
Q4 		$315K Sell
11,144
-1,578
-12% -$50.1K 0.01% 566
2022
Q3 		$418K Sell
12,722
-604
-5% -$22.2K 0.01% 321
2022
Q2 		$420K Sell
13,326
-1,004
-7% -$35.1K 0.01% 362
2022
Q1 		$658K Sell
14,330
-2,003
-12% -$95.5K 0.02% 304
2021
Q4 		$1M Buy
16,333
+9,653
+145% +$667K 0.03% 242
2021
Q3 		$499K Sell
6,680
-16,802
-72% -$1.41M 0.05% 154
2021
Q2 		$2.17M Buy
23,482
+2,134
+10% +$181K 0.08% 144
2021
Q1 		$1.89M Buy
21,348
+13,752
+181% +$1.36M 0.08% 134
2020
Q4 		$708K Buy
+7,596
New +$605K 0.03% 206

Other funds holding ARKG

MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Sequoia Financial Advisors's ARKG Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2024, closing a stake of 8,251 shares — an estimated $271K sold.

Sequoia Financial Advisors first reported a position in ARKG in Q4 2020 and held it in 13 quarters. The position peaked at $2.17M in Q2 2021. 286 funds tracked by Wall St. Rank hold ARKG as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining ARK Genomic Revolution ETF position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 8,251 ARK Genomic Revolution ETF shares in Q1 2024, an estimated $271K.
  • Sequoia Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 13 quarters.
  • Sequoia Financial Advisors's ARK Genomic Revolution ETF position peaked at $2.17M in Q2 2021.
  • 286 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.