Beaird Harris Wealth Management’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Beaird Harris Wealth Management’s Portfolio GERM Stock Details GERM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47	Closed	-$839	–	628
2023 Q3	$839	Hold	47	–	–	﹤0.01%	399
2023 Q2	$963	Hold	47	–	–	﹤0.01%	399
2023 Q1	$953	Buy	47 +1	+2%	+$22	﹤0.01%	411
2022 Q4	$1.04K	Hold	46	–	–	﹤0.01%	636
2022 Q3	$1K	Buy	+46	New	+$1.12K	﹤0.01%	475
2022 Q2	–	Sell	-46	Closed	-$1K	–	653
2022 Q1	$1K	Sell	46 -40	-47%	-$1.13K	﹤0.01%	590
2021 Q4	$3K	Buy	+86	New	+$3.22K	﹤0.01%	551

Other funds holding GERM

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

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

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beaird Harris Wealth Management's GERM Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q4 2023, closing a stake of 47 shares — an estimated $839 sold.

Beaird Harris Wealth Management first reported a position in GERM in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 14 funds tracked by Wall St. Rank hold GERM as of Q4 2023.

Beaird Harris Wealth Management reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q4 2023 after selling out during the quarter.
Beaird Harris Wealth Management sold 47 Amplify Treatments, Testing and Advancements ETF shares in Q4 2023, an estimated $839.
Beaird Harris Wealth Management first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2021 and held it in 7 quarters.
Beaird Harris Wealth Management's Amplify Treatments, Testing and Advancements ETF position peaked at $3K in Q4 2021.
14 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.