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Cerity Partners OCIO’s Amplify Online Retail ETF IBUY Stock Holding History

Cerity Partners OCIO’s Portfolio IBUY Stock Details IBUY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-65,887
Closed -$8.54M – 415
2021
Q2 		$8.54M Buy
+65,887
New +$8.11M 0.28% 46

Other funds holding IBUY

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners OCIO's IBUY Position: Q3 2021 in Review

Cerity Partners OCIO sold out of Amplify Online Retail ETF (IBUY) in Q3 2021, closing a stake of 65,887 shares — an estimated $8.54M sold.

Cerity Partners OCIO first reported a position in IBUY in Q2 2021 and held it in 1 quarter. The position peaked at $8.54M in Q2 2021. 132 funds tracked by Wall St. Rank hold IBUY as of Q3 2021.

  • Cerity Partners OCIO reported no remaining Amplify Online Retail ETF position as of Q3 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 65,887 Amplify Online Retail ETF shares in Q3 2021, an estimated $8.54M.
  • Cerity Partners OCIO first reported a position in Amplify Online Retail ETF in Q2 2021 and held it in 1 quarter.
  • Cerity Partners OCIO's Amplify Online Retail ETF position peaked at $8.54M in Q2 2021.
  • 132 funds tracked by Wall St. Rank held Amplify Online Retail ETF as of Q3 2021.

Based on Cerity Partners OCIO's 13F filing for Q3 2021, filed 10 Nov 2021.