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

Triad 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
2024
Q3 		– Sell
-9
Closed -$211 – 102
2024
Q2 		$211 Buy
+9
New +$227 ﹤0.01% 941

Other funds holding ARKG

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Triad Wealth Partners's ARKG Position: Q3 2024 in Review

Triad Wealth Partners sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2024, closing a stake of 9 shares — an estimated $211 sold.

Triad Wealth Partners first reported a position in ARKG in Q2 2024 and held it in 1 quarter. The position peaked at $211 in Q2 2024. 238 funds tracked by Wall St. Rank hold ARKG as of Q3 2024.

  • Triad Wealth Partners reported no remaining ARK Genomic Revolution ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 9 ARK Genomic Revolution ETF shares in Q3 2024, an estimated $211.
  • Triad Wealth Partners first reported a position in ARK Genomic Revolution ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's ARK Genomic Revolution ETF position peaked at $211 in Q2 2024.
  • 238 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.