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Confluence Wealth Services’s Amplify Alternative Harvest ETF MJ Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-84
Closed -$11K – 792
2021
Q4 		$11K Buy
+84
New +$13.2K ﹤0.01% 895

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SWP
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Confluence Wealth Services's MJ Position: Q1 2022 in Review

Confluence Wealth Services sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2022, closing a stake of 84 shares — an estimated $11K sold.

Confluence Wealth Services first reported a position in MJ in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 287 funds tracked by Wall St. Rank hold MJ as of Q1 2022.

  • Confluence Wealth Services reported no remaining Amplify Alternative Harvest ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 84 Amplify Alternative Harvest ETF shares in Q1 2022, an estimated $11K.
  • Confluence Wealth Services first reported a position in Amplify Alternative Harvest ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Amplify Alternative Harvest ETF position peaked at $11K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.