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Woodard & Company Asset Management Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Woodard & Company Asset Management Group’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
2021
Q2 		– Sell
-700
Closed -$62K – 99
2021
Q1 		$62K Hold
700
– – 0.04% 89
2020
Q4 		$65K Buy
+700
New +$55.8K 0.04% 81

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Woodard & Company Asset Management Group's ARKG Position: Q2 2021 in Review

Woodard & Company Asset Management Group sold out of ARK Genomic Revolution ETF (ARKG) in Q2 2021, closing a stake of 700 shares — an estimated $62K sold.

Woodard & Company Asset Management Group first reported a position in ARKG in Q4 2020 and held it in 2 quarters. The position peaked at $65K in Q4 2020. 513 funds tracked by Wall St. Rank hold ARKG as of Q2 2021.

  • Woodard & Company Asset Management Group reported no remaining ARK Genomic Revolution ETF position as of Q2 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 700 ARK Genomic Revolution ETF shares in Q2 2021, an estimated $62K.
  • Woodard & Company Asset Management Group first reported a position in ARK Genomic Revolution ETF in Q4 2020 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's ARK Genomic Revolution ETF position peaked at $65K in Q4 2020.
  • 513 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q2 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.