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Sage Mountain Advisors’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Sage Mountain Advisors’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
2022
Q1 		– Sell
-265
Closed -$8K – 665
2021
Q4 		$8K Hold
265
– – ﹤0.01% 675
2021
Q3 		$8K Hold
265
– – ﹤0.01% 569
2021
Q2 		$8K Hold
265
– – ﹤0.01% 519
2021
Q1 		$8K Buy
+265
New +$8.8K ﹤0.01% 452

Other funds holding IZRL

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William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Mountain Advisors's IZRL Position: Q1 2022 in Review

Sage Mountain Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q1 2022, closing a stake of 265 shares — an estimated $8K sold.

Sage Mountain Advisors first reported a position in IZRL in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 63 funds tracked by Wall St. Rank hold IZRL as of Q1 2022.

  • Sage Mountain Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 265 ARK Israel Innovative Technology ETF shares in Q1 2022, an estimated $8K.
  • Sage Mountain Advisors first reported a position in ARK Israel Innovative Technology ETF in Q1 2021 and held it in 4 quarters.
  • Sage Mountain Advisors's ARK Israel Innovative Technology ETF position peaked at $8K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q1 2022.

Based on Sage Mountain Advisors's 13F filing for Q1 2022, filed 10 May 2022.