Westside Investment Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Westside Investment Management’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	-120	Closed	-$4.09K	–	841
2023 Q2	$4.09K	Sell	120 -55	-31%	-$1.73K	﹤0.01%	720
2023 Q1	$5.26K	Hold	175	–	–	﹤0.01%	689
2022 Q4	$4	Hold	175	–	–	﹤0.01%	706
2022 Q3	$5	Hold	175	–	–	﹤0.01%	678
2022 Q2	$5	Hold	175	–	–	﹤0.01%	671
2022 Q1	$8	Hold	175	–	–	﹤0.01%	634
2021 Q4	$10	Hold	175	–	–	﹤0.01%	585
2021 Q3	$13	Buy	175 +72	+70%	+$6.04K	﹤0.01%	542
2021 Q2	$9	Buy	103 +55	+115%	+$4.68K	﹤0.01%	582
2021 Q1	$4	Buy	+48	New	+$4.76K	﹤0.01%	641

Other funds holding ARKG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Westside Investment Management's ARKG Position: Q3 2023 in Review

Westside Investment Management sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2023, closing a stake of 120 shares — an estimated $4.09K sold.

Westside Investment Management first reported a position in ARKG in Q1 2021 and held it in 10 quarters. The position peaked at $5.26K in Q1 2023. 286 funds tracked by Wall St. Rank hold ARKG as of Q3 2023.

Westside Investment Management reported no remaining ARK Genomic Revolution ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 120 ARK Genomic Revolution ETF shares in Q3 2023, an estimated $4.09K.
Westside Investment Management first reported a position in ARK Genomic Revolution ETF in Q1 2021 and held it in 10 quarters.
Westside Investment Management's ARK Genomic Revolution ETF position peaked at $5.26K in Q1 2023.
286 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.