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

Sightline 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
2022 Q4	–	Sell	-9,685	Closed	-$329K	–	61
2022 Q3	$329K	Sell	9,685 -4,908	-34%	-$180K	0.39%	41
2022 Q2	$456K	Sell	14,593 -3,679	-20%	-$129K	0.45%	32
2022 Q1	$839K	Sell	18,272 -631	-3%	-$30.1K	0.7%	21
2021 Q4	$1.15M	Buy	18,903 +4,985	+36%	+$345K	1.03%	15
2021 Q3	$1.04M	Buy	13,918 +3,675	+36%	+$308K	0.87%	18
2021 Q2	$947K	Buy	10,243 +4,008	+64%	+$341K	0.78%	18
2021 Q1	$556K	Sell	6,235 -235	-4%	-$23.3K	0.51%	32
2020 Q4	$603K	Buy	+6,470	New	+$515K	0.59%	31

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

Sightline Wealth Advisors's ARKG Position: Q4 2022 in Review

Sightline Wealth Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2022, closing a stake of 9,685 shares — an estimated $329K sold.

Sightline Wealth Advisors first reported a position in ARKG in Q4 2020 and held it in 8 quarters. The position peaked at $1.15M in Q4 2021. 319 funds tracked by Wall St. Rank hold ARKG as of Q4 2022.

Sightline Wealth Advisors reported no remaining ARK Genomic Revolution ETF position as of Q4 2022 after selling out during the quarter.
Sightline Wealth Advisors sold 9,685 ARK Genomic Revolution ETF shares in Q4 2022, an estimated $329K.
Sightline Wealth Advisors first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 8 quarters.
Sightline Wealth Advisors's ARK Genomic Revolution ETF position peaked at $1.15M in Q4 2021.
319 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2022.

Based on Sightline Wealth Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.