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WealthStone’s ARK Genomic Revolution ETF ARKG Stock Holding History

WealthStone’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
-12,000
Closed -$626K – 205
2020
Q2 		$626K Buy
+12,000
New +$515K 0.3% 46

Other funds holding ARKG

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
LPL Financial
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

WealthStone's ARKG Position: Q3 2020 in Review

WealthStone sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2020, closing a stake of 12,000 shares — an estimated $626K sold.

WealthStone first reported a position in ARKG in Q2 2020 and held it in 1 quarter. The position peaked at $626K in Q2 2020. 243 funds tracked by Wall St. Rank hold ARKG as of Q3 2020.

  • WealthStone reported no remaining ARK Genomic Revolution ETF position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 12,000 ARK Genomic Revolution ETF shares in Q3 2020, an estimated $626K.
  • WealthStone first reported a position in ARK Genomic Revolution ETF in Q2 2020 and held it in 1 quarter.
  • WealthStone's ARK Genomic Revolution ETF position peaked at $626K in Q2 2020.
  • 243 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.