Atticus Wealth Management’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Atticus Wealth Management’s Portfolio IZRL Stock Details IZRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5	Closed	-$93	–	587
2023 Q3	$93	Hold	5	–	–	﹤0.01%	577
2023 Q2	$95	Sell	5 -20	-80%	-$357	﹤0.01%	573
2023 Q1	$437	Hold	25	–	–	﹤0.01%	513
2022 Q4	$438	Hold	25	–	–	﹤0.01%	503
2022 Q3	$0	Hold	25	–	–	﹤0.01%	596
2022 Q2	$0	Hold	25	–	–	﹤0.01%	618
2022 Q1	$1K	Buy	+25	New	+$619	﹤0.01%	563

Other funds holding IZRL

MMEA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Atticus Wealth Management's IZRL Position: Q4 2023 in Review

Atticus Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q4 2023, closing a stake of 5 shares — an estimated $93 sold.

Atticus Wealth Management first reported a position in IZRL in Q1 2022 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 44 funds tracked by Wall St. Rank hold IZRL as of Q4 2023.

Atticus Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q4 2023 after selling out during the quarter.
Atticus Wealth Management sold 5 ARK Israel Innovative Technology ETF shares in Q4 2023, an estimated $93.
Atticus Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q1 2022 and held it in 7 quarters.
Atticus Wealth Management's ARK Israel Innovative Technology ETF position peaked at $1K in Q1 2022.
44 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.