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Steward Financial Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Steward Financial 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
2023
Q1 		– Sell
-132
Closed -$3K – 715
2022
Q4 		$3K Buy
+132
New +$4.19K ﹤0.01% 244
2022
Q3 		– Sell
-132
Closed -$4K – 137
2022
Q2 		$4K Hold
132
– – ﹤0.01% 361
2022
Q1 		$6K Hold
132
– – 0.01% 226
2021
Q4 		$8K Buy
+132
New +$9.13K 0.01% 165

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Steward Financial Group's ARKG Position: Q1 2023 in Review

Steward Financial Group sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2023, closing a stake of 132 shares — an estimated $3K sold.

Steward Financial Group first reported a position in ARKG in Q4 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 295 funds tracked by Wall St. Rank hold ARKG as of Q1 2023.

  • Steward Financial Group reported no remaining ARK Genomic Revolution ETF position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 132 ARK Genomic Revolution ETF shares in Q1 2023, an estimated $3K.
  • Steward Financial Group first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's ARK Genomic Revolution ETF position peaked at $8K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.