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Strategic Family Wealth Counselors’s ARK Genomic Revolution ETF ARKG Stock Holding History

Strategic Family Wealth Counselors’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 		– Sell
-3,464
Closed -$320K – 98
2021
Q2 		$320K Buy
3,464
+647
+23% +$55K 0.1% 61
2021
Q1 		$250K Buy
+2,817
New +$279K 0.09% 70

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 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 $68.3B AUM 20.5% 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 $570B AUM 27.57% 1-Year Est. Return

Strategic Family Wealth Counselors's ARKG Position: Q3 2021 in Review

Strategic Family Wealth Counselors sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2021, closing a stake of 3,464 shares — an estimated $320K sold.

Strategic Family Wealth Counselors first reported a position in ARKG in Q1 2021 and held it in 2 quarters. The position peaked at $320K in Q2 2021. 469 funds tracked by Wall St. Rank hold ARKG as of Q3 2021.

  • Strategic Family Wealth Counselors reported no remaining ARK Genomic Revolution ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 3,464 ARK Genomic Revolution ETF shares in Q3 2021, an estimated $320K.
  • Strategic Family Wealth Counselors first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's ARK Genomic Revolution ETF position peaked at $320K in Q2 2021.
  • 469 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2021.

Based on Strategic Family Wealth Counselors's 13F filing for Q3 2021, filed 9 Nov 2021.