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WealthPLAN Partners’s ARK Genomic Revolution ETF ARKG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-31
Closed -$1.06K – 357
2023
Q2 		$1.06K Hold
31
– – ﹤0.01% 1135
2023
Q1 		$932 Buy
+31
New +$961 ﹤0.01% 1205

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

WealthPLAN Partners's ARKG Position: Q3 2023 in Review

WealthPLAN Partners sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2023, closing a stake of 31 shares — an estimated $1.06K sold.

WealthPLAN Partners first reported a position in ARKG in Q1 2023 and held it in 2 quarters. The position peaked at $1.06K in Q2 2023. 288 funds tracked by Wall St. Rank hold ARKG as of Q3 2023.

  • WealthPLAN Partners reported no remaining ARK Genomic Revolution ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 31 ARK Genomic Revolution ETF shares in Q3 2023, an estimated $1.06K.
  • WealthPLAN Partners first reported a position in ARK Genomic Revolution ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ARK Genomic Revolution ETF position peaked at $1.06K in Q2 2023.
  • 288 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.