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Castle Wealth Management’s Amplify Travel Tech ETF AWAY Stock Holding History

Castle Wealth Management’s Portfolio AWAY Stock Details AWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-309
Closed -$5K – 148
2022
Q3 		$5K Hold
309
– – ﹤0.01% 492
2022
Q2 		$5K Buy
+309
New +$6.37K ﹤0.01% 477

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LPL Financial
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Royal Bank of Canada
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KWM
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EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
CAC
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return

Castle Wealth Management's AWAY Position: Q4 2022 in Review

Castle Wealth Management sold out of Amplify Travel Tech ETF (AWAY) in Q4 2022, closing a stake of 309 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in AWAY in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 43 funds tracked by Wall St. Rank hold AWAY as of Q4 2022.

  • Castle Wealth Management reported no remaining Amplify Travel Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 309 Amplify Travel Tech ETF shares in Q4 2022, an estimated $5K.
  • Castle Wealth Management first reported a position in Amplify Travel Tech ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Amplify Travel Tech ETF position peaked at $5K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.