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Summit Wealth & Retirement Planning’s Ginkgo Bioworks DNA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-321
Closed -$40K – 108
2022
Q3 		$40K Hold
321
– – 0.02% 107
2022
Q2 		$31K Hold
321
– – 0.01% 112
2022
Q1 		$52K Sell
321
-22
-6% -$4.28K 0.02% 102
2021
Q4 		$114K Sell
343
-33
-9% -$15.7K 0.04% 88
2021
Q3 		$174K Buy
+376
New +$183K 0.06% 85

Other funds holding DNA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Summit Wealth & Retirement Planning's DNA Position: Q4 2022 in Review

Summit Wealth & Retirement Planning sold out of Ginkgo Bioworks (DNA) in Q4 2022, closing a stake of 321 shares — an estimated $40K sold.

Summit Wealth & Retirement Planning first reported a position in DNA in Q3 2021 and held it in 5 quarters. The position peaked at $174K in Q3 2021. 320 funds tracked by Wall St. Rank hold DNA as of Q4 2022.

  • Summit Wealth & Retirement Planning reported no remaining Ginkgo Bioworks position as of Q4 2022 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 321 Ginkgo Bioworks shares in Q4 2022, an estimated $40K.
  • Summit Wealth & Retirement Planning first reported a position in Ginkgo Bioworks in Q3 2021 and held it in 5 quarters.
  • Summit Wealth & Retirement Planning's Ginkgo Bioworks position peaked at $174K in Q3 2021.
  • 320 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q4 2022.

Based on Summit Wealth & Retirement Planning's 13F filing for Q4 2022, filed 10 Feb 2023.