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Valley Wealth Managers’s Ginkgo Bioworks DNA Stock Holding History

Valley Wealth Managers’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
2023
Q1 		– Hold
0
– -$1 – 366
2022
Q4 		– Sell
-5
Closed -$460 – 370
2022
Q3 		$1K Buy
+5
New +$596 ﹤0.01% 396

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Valley Wealth Managers's DNA Position: Q1 2023 in Review

Valley Wealth Managers held its Ginkgo Bioworks (DNA) position steady in Q1 2023 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Valley Wealth Managers first reported a position in DNA in Q3 2022 and has held it in 1 quarter since. The position peaked at $1K in Q3 2022. 313 funds tracked by Wall St. Rank hold DNA as of Q1 2023.

  • Valley Wealth Managers held 0 shares of Ginkgo Bioworks worth $0 as of Q1 2023.
  • Valley Wealth Managers left its Ginkgo Bioworks share count unchanged in Q1 2023.
  • Ginkgo Bioworks made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2023, its #366 holding.
  • Valley Wealth Managers first reported a position in Ginkgo Bioworks in Q3 2022 and has held it in 1 quarter since.
  • Valley Wealth Managers's Ginkgo Bioworks position peaked at $1K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2023.

Based on Valley Wealth Managers's 13F filing for Q1 2023, filed 3 May 2023.