Cary Street Partners Investment Advisory’s Amplify Alternative Harvest ETF MJ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio MJ Stock Details MJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16	Closed	-$715	–	1349
2023 Q3	$715	Hold	16	–	–	﹤0.01%	1768
2023 Q2	$586	Hold	16	–	–	﹤0.01%	1680
2023 Q1	$690	Hold	16	–	–	﹤0.01%	1593
2022 Q4	$835	Buy	+16	New	+$990	﹤0.01%	1594
2020 Q4	–	Sell	-10	Closed	-$1K	–	666
2020 Q3	$1K	Buy	+10	New	+$1.49K	﹤0.01%	949

Other funds holding MJ

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2023, closing a stake of 16 shares — an estimated $715 sold.

Cary Street Partners Investment Advisory first reported a position in MJ in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 190 funds tracked by Wall St. Rank hold MJ as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Amplify Alternative Harvest ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 16 Amplify Alternative Harvest ETF shares in Q4 2023, an estimated $715.
Cary Street Partners Investment Advisory first reported a position in Amplify Alternative Harvest ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Amplify Alternative Harvest ETF position peaked at $1K in Q3 2020.
190 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2023.

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