Baron Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Baron Financial Group’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
2022 Q3	–	Sell	-1,181	Closed	-$40.7K	–	57
2022 Q2	$40.7K	Hold	1,181	–	–	0.03%	92
2022 Q1	$45.2K	Hold	1,181	–	–	0.03%	94
2021 Q4	$38.7K	Hold	1,181	–	–	0.02%	104
2021 Q3	$39.4K	Hold	1,181	–	–	0.02%	104
2021 Q2	$43K	Buy	1,181 +537	+83%	+$18.4K	0.03%	99
2021 Q1	$19.6K	Sell	644 -90	-12%	-$2.63K	0.01%	139
2020 Q4	$18.8K	Sell	734 -35	-5%	-$841	0.02%	140
2020 Q3	$15.4K	Buy	+769	New	+$17.8K	0.01%	151

Other funds holding AMLP

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

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Baron Financial Group's AMLP Position: Q3 2022 in Review

Baron Financial Group sold out of Alerian MLP ETF (AMLP) in Q3 2022, closing a stake of 1,181 shares — an estimated $40.7K sold.

Baron Financial Group first reported a position in AMLP in Q3 2020 and held it in 8 quarters. The position peaked at $45.2K in Q1 2022. 514 funds tracked by Wall St. Rank hold AMLP as of Q3 2022.

Baron Financial Group reported no remaining Alerian MLP ETF position as of Q3 2022 after selling out during the quarter.
Baron Financial Group sold 1,181 Alerian MLP ETF shares in Q3 2022, an estimated $40.7K.
Baron Financial Group first reported a position in Alerian MLP ETF in Q3 2020 and held it in 8 quarters.
Baron Financial Group's Alerian MLP ETF position peaked at $45.2K in Q1 2022.
514 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.