Artemis Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Artemis Wealth Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,604	Closed	-$67.7K	–	28
2023 Q3	$67.7K	Hold	1,604	–	–	0.01%	35
2023 Q2	$62.9K	Hold	1,604	–	–	0.01%	34
2023 Q1	$62K	Hold	1,604	–	–	0.02%	27
2022 Q4	$61.1K	Hold	1,604	–	–	0.02%	40
2022 Q3	$58.6K	Hold	1,604	–	–	0.02%	47
2022 Q2	$55.3K	Buy	+1,604	New	+$61.6K	0.02%	64

Other funds holding AMLP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Artemis Wealth Advisors's AMLP Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2023, closing a stake of 1,604 shares — an estimated $67.7K sold.

Artemis Wealth Advisors first reported a position in AMLP in Q2 2022 and held it in 6 quarters. The position peaked at $67.7K in Q3 2023. 609 funds tracked by Wall St. Rank hold AMLP as of Q4 2023.

Artemis Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 1,604 Alerian MLP ETF shares in Q4 2023, an estimated $67.7K.
Artemis Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2022 and held it in 6 quarters.
Artemis Wealth Advisors's Alerian MLP ETF position peaked at $67.7K in Q3 2023.
609 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.