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Cary Street Partners Investment Advisory’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ETHO Stock Details ETHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-692
Closed -$34.6K – 969
2023
Q3 		$34.6K Hold
692
– – ﹤0.01% 964
2023
Q2 		$36.9K Hold
692
– – ﹤0.01% 895
2023
Q1 		$36.1K Hold
692
– – ﹤0.01% 821
2022
Q4 		$34.2K Buy
+692
New +$34.4K ﹤0.01% 835

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Cary Street Partners Investment Advisory's ETHO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2023, closing a stake of 692 shares — an estimated $34.6K sold.

Cary Street Partners Investment Advisory first reported a position in ETHO in Q4 2022 and held it in 4 quarters. The position peaked at $36.9K in Q2 2023. 50 funds tracked by Wall St. Rank hold ETHO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 692 Amplify Etho Climate Leadership US ETF shares in Q4 2023, an estimated $34.6K.
  • Cary Street Partners Investment Advisory first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Amplify Etho Climate Leadership US ETF position peaked at $36.9K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.