BWA
AMJ

BDO Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

BDO Wealth Advisors’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-47
Closed -$1K – 1156
2021
Q4 		$1K Sell
47
-189
-80% -$3.5K ﹤0.01% 1075
2021
Q3 		$4K Sell
236
-700
-75% -$12.7K ﹤0.01% 891
2021
Q2 		$18K Hold
936
– – ﹤0.01% 658
2021
Q1 		$16K Buy
+936
New +$14.9K ﹤0.01% 658

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's AMJ Position: Q1 2022 in Review

BDO Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 47 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in AMJ in Q1 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

  • BDO Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 47 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 4 quarters.
  • BDO Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $18K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.