Winslow Evans & Crocker’s ARK Genomic Revolution ETF ARKG Stock Holding History

Winslow Evans & Crocker’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 Q4	$73K	Buy	+779	New	+$62.1K	0.01%	514
2020 Q2	–	Sell	-34	Closed	-$2K	–	1127
2020 Q1	$2K	Hold	34	–	–	﹤0.01%	975
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	1068
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	1058
2019 Q2	$2K	Buy	+34	New	+$1.09K	﹤0.01%	1058

Other funds holding ARKG

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Winslow Evans & Crocker's ARKG Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in ARK Genomic Revolution ETF (ARKG) in Q4 2020: 779 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in ARKG as recently as Q1 2020.

Winslow Evans & Crocker first reported a position in ARKG in Q2 2019 and has held it in 5 quarters since. 414 funds tracked by Wall St. Rank hold ARKG as of Q4 2020.

Winslow Evans & Crocker held 779 shares of ARK Genomic Revolution ETF worth $73K as of Q4 2020.
ARK Genomic Revolution ETF was a new Winslow Evans & Crocker position in Q4 2020.
ARK Genomic Revolution ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #514 holding.
Winslow Evans & Crocker first reported a position in ARK Genomic Revolution ETF in Q2 2019 and has held it in 5 quarters since.
414 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.