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United Capital Financial Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History

United Capital Financial Advisors’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
-4,470
Closed -$413K – 1200
2021
Q2 		$413K Buy
4,470
+238
+6% +$20.2K ﹤0.01% 921
2021
Q1 		$376K Buy
+4,232
New +$420K ﹤0.01% 931

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's ARKG Position: Q3 2021 in Review

United Capital Financial Advisors sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2021, closing a stake of 4,470 shares — an estimated $413K sold.

United Capital Financial Advisors first reported a position in ARKG in Q1 2021 and held it in 2 quarters. The position peaked at $413K in Q2 2021. 468 funds tracked by Wall St. Rank hold ARKG as of Q3 2021.

  • United Capital Financial Advisors reported no remaining ARK Genomic Revolution ETF position as of Q3 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,470 ARK Genomic Revolution ETF shares in Q3 2021, an estimated $413K.
  • United Capital Financial Advisors first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 2 quarters.
  • United Capital Financial Advisors's ARK Genomic Revolution ETF position peaked at $413K in Q2 2021.
  • 468 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.