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Knollwood Investment Advisory’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Knollwood Investment Advisory’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
Q3 		– Sell
-15,000
Closed -$284K – 115
2023
Q2 		$284K Hold
15,000
– – 0.1% 108
2023
Q1 		$262K Hold
15,000
– – 0.05% 117
2022
Q4 		$263K Buy
+15,000
New +$264K 0.1% 109

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William Blair & Company
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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Knollwood Investment Advisory's IZRL Position: Q3 2023 in Review

Knollwood Investment Advisory sold out of ARK Israel Innovative Technology ETF (IZRL) in Q3 2023, closing a stake of 15,000 shares — an estimated $284K sold.

Knollwood Investment Advisory first reported a position in IZRL in Q4 2022 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 36 funds tracked by Wall St. Rank hold IZRL as of Q3 2023.

  • Knollwood Investment Advisory reported no remaining ARK Israel Innovative Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Knollwood Investment Advisory sold 15,000 ARK Israel Innovative Technology ETF shares in Q3 2023, an estimated $284K.
  • Knollwood Investment Advisory first reported a position in ARK Israel Innovative Technology ETF in Q4 2022 and held it in 3 quarters.
  • Knollwood Investment Advisory's ARK Israel Innovative Technology ETF position peaked at $284K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q3 2023.

Based on Knollwood Investment Advisory's 13F filing for Q3 2023, filed 14 Nov 2023.