Amplius Wealth Advisors
VIP icon

Amplius Wealth Advisors’s Vulcan Infrastructure and Power VIP Stock Holding History

Amplius Wealth Advisors’s Portfolio VIP Stock Details VIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-72
Closed -$11K – 463
2021
Q4 		$11K Buy
+72
New +$15.1K ﹤0.01% 588

Other funds holding VIP

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Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT Capital
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Amplius Wealth Advisors's VIP Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vulcan Infrastructure and Power (VIP) in Q1 2022, closing a stake of 72 shares — an estimated $11K sold.

Amplius Wealth Advisors first reported a position in VIP in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 50 funds tracked by Wall St. Rank hold VIP as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vulcan Infrastructure and Power position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 72 Vulcan Infrastructure and Power shares in Q1 2022, an estimated $11K.
  • Amplius Wealth Advisors first reported a position in Vulcan Infrastructure and Power in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vulcan Infrastructure and Power position peaked at $11K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Vulcan Infrastructure and Power as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.