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

Perigon 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
2021
Q1 		– Sell
-1,000
Closed -$30K – 778
2020
Q4 		$30K Buy
+1,000
New +$27.1K ﹤0.01% 901

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HT
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Perigon Wealth Management's IZRL Position: Q1 2021 in Review

Perigon Wealth Management sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Perigon Wealth Management first reported a position in IZRL in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 80 funds tracked by Wall St. Rank hold IZRL as of Q1 2021.

  • Perigon Wealth Management reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,000 ARK Israel Innovative Technology ETF shares in Q1 2021, an estimated $30K.
  • Perigon Wealth Management first reported a position in ARK Israel Innovative Technology ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's ARK Israel Innovative Technology ETF position peaked at $30K in Q4 2020.
  • 80 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.