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Zullo Investment Group’s ARK Genomic Revolution ETF ARKG Stock Holding History

Zullo Investment 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
2023
Q1 		– Sell
-3,026
Closed -$85.4K – 166
2022
Q4 		$85.4K Hold
3,026
– – 0.05% 215
2022
Q3 		$99K Hold
3,026
– – 0.06% 200
2022
Q2 		$95K Buy
3,026
+600
+25% +$21K 0.06% 213
2022
Q1 		$111K Buy
2,426
+15
+0.6% +$715 0.06% 211
2021
Q4 		$148K Buy
+2,411
New +$167K 0.08% 189

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zullo Investment Group's ARKG Position: Q1 2023 in Review

Zullo Investment Group sold out of ARK Genomic Revolution ETF (ARKG) in Q1 2023, closing a stake of 3,026 shares — an estimated $85.4K sold.

Zullo Investment Group first reported a position in ARKG in Q4 2021 and held it in 5 quarters. The position peaked at $148K in Q4 2021. 295 funds tracked by Wall St. Rank hold ARKG as of Q1 2023.

  • Zullo Investment Group reported no remaining ARK Genomic Revolution ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 3,026 ARK Genomic Revolution ETF shares in Q1 2023, an estimated $85.4K.
  • Zullo Investment Group first reported a position in ARK Genomic Revolution ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's ARK Genomic Revolution ETF position peaked at $148K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.