TFO Wealth Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

TFO Wealth Partners’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
2020 Q3	–	Sell	-175	Closed	-$9K	–	154
2020 Q2	$9K	Buy	+175	New	+$7.51K	﹤0.01%	93

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

TFO Wealth Partners's ARKG Position: Q3 2020 in Review

TFO Wealth Partners sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2020, closing a stake of 175 shares — an estimated $9K sold.

TFO Wealth Partners first reported a position in ARKG in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 243 funds tracked by Wall St. Rank hold ARKG as of Q3 2020.

TFO Wealth Partners reported no remaining ARK Genomic Revolution ETF position as of Q3 2020 after selling out during the quarter.
TFO Wealth Partners sold 175 ARK Genomic Revolution ETF shares in Q3 2020, an estimated $9K.
TFO Wealth Partners first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 1 quarter.
TFO Wealth Partners's ARK Genomic Revolution ETF position peaked at $9K in Q2 2020.
243 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2020.

Based on TFO Wealth Partners's 13F filing for Q3 2020, filed 14 Oct 2020.