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Colonial Trust Advisors’s Amplify Mobile Payments ETF IPAY Stock Holding History

Colonial Trust Advisors’s Portfolio IPAY Stock Details IPAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,803
Closed -$325K – 188
2021
Q3 		$325K Sell
4,803
-315
-6% -$22.2K 0.04% 159
2021
Q2 		$360K Buy
5,118
+200
+4% +$14K 0.04% 155
2021
Q1 		$328K Buy
4,918
+950
+24% +$64.4K 0.04% 156
2020
Q4 		$264K Buy
+3,968
New +$235K 0.04% 152

Other funds holding IPAY

BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WGCA
Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Colonial Trust Advisors's IPAY Position: Q4 2021 in Review

Colonial Trust Advisors sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 4,803 shares — an estimated $325K sold.

Colonial Trust Advisors first reported a position in IPAY in Q4 2020 and held it in 4 quarters. The position peaked at $360K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

  • Colonial Trust Advisors reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
  • Colonial Trust Advisors sold 4,803 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $325K.
  • Colonial Trust Advisors first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 4 quarters.
  • Colonial Trust Advisors's Amplify Mobile Payments ETF position peaked at $360K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Colonial Trust Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.