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Sanders Morris Harris’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Sanders Morris Harris’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-81,250
Closed -$3.79M – 317
2021
Q2 		$3.79M Hold
81,250
– – 0.74% 24
2021
Q1 		$3.4M Hold
81,250
– – 0.72% 32
2020
Q4 		$3.99M Buy
81,250
+22,000
+37% +$949K 0.91% 25
2020
Q3 		$2.53M Buy
+59,250
New +$2.17M 0.69% 35

Other funds holding LRNZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Sanders Morris Harris's LRNZ Position: Q3 2021 in Review

Sanders Morris Harris sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q3 2021, closing a stake of 81,250 shares — an estimated $3.79M sold.

Sanders Morris Harris first reported a position in LRNZ in Q3 2020 and held it in 4 quarters. The position peaked at $3.99M in Q4 2020. 16 funds tracked by Wall St. Rank hold LRNZ as of Q3 2021.

  • Sanders Morris Harris reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q3 2021 after selling out during the quarter.
  • Sanders Morris Harris sold 81,250 TrueShares Technology AI & Deep Learning ETF shares in Q3 2021, an estimated $3.79M.
  • Sanders Morris Harris first reported a position in TrueShares Technology AI & Deep Learning ETF in Q3 2020 and held it in 4 quarters.
  • Sanders Morris Harris's TrueShares Technology AI & Deep Learning ETF position peaked at $3.99M in Q4 2020.
  • 16 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q3 2021.

Based on Sanders Morris Harris's 13F filing for Q3 2021, filed 13 Oct 2021.