TCI Wealth Advisors’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-210	Closed	-$3.67K	–	1223
2023 Q1	$3.67K	Hold	210	–	–	﹤0.01%	1734
2022 Q4	$3.68K	Sell	210 -193	-48%	-$3.4K	﹤0.01%	1731
2022 Q3	$7K	Hold	403	–	–	﹤0.01%	1260
2022 Q2	$7K	Hold	403	–	–	﹤0.01%	1248
2022 Q1	$10K	Buy	403 +153	+61%	+$3.79K	﹤0.01%	1099
2021 Q4	$7K	Hold	250	–	–	﹤0.01%	1426
2021 Q3	$7K	Buy	250 +10	+4%	+$302	﹤0.01%	1360
2021 Q2	$8K	Buy	240 +70	+41%	+$2.19K	﹤0.01%	1113
2021 Q1	$5K	Buy	+170	New	+$5.65K	﹤0.01%	1266
2020 Q2	–	Sell	-2,515	Closed	-$44K	–	1558
2020 Q1	$44K	Buy	+2,515	New	+$53.6K	0.02%	332

Other funds holding IZRL

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

Jane Street New York $777B AUM 61.18% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCI Wealth Advisors's IZRL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of ARK Israel Innovative Technology ETF (IZRL) in Q2 2023, closing a stake of 210 shares — an estimated $3.67K sold.

TCI Wealth Advisors first reported a position in IZRL in Q1 2020 and held it in 10 quarters. The position peaked at $44K in Q1 2020. 36 funds tracked by Wall St. Rank hold IZRL as of Q2 2023.

TCI Wealth Advisors reported no remaining ARK Israel Innovative Technology ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 210 ARK Israel Innovative Technology ETF shares in Q2 2023, an estimated $3.67K.
TCI Wealth Advisors first reported a position in ARK Israel Innovative Technology ETF in Q1 2020 and held it in 10 quarters.
TCI Wealth Advisors's ARK Israel Innovative Technology ETF position peaked at $44K in Q1 2020.
36 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.