Curi Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Curi Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-210	Closed	-$4K	–	733
2022 Q2	$4K	Sell	210 -491	-70%	-$10.3K	﹤0.01%	482
2022 Q1	$14K	Sell	701 -8,833	-93%	-$177K	﹤0.01%	320
2021 Q4	$169K	Buy	+9,534	New	+$176K	0.03%	118
2021 Q3	–	Sell	-135,107	Closed	-$2.65M	–	93
2021 Q2	$2.65M	Buy	135,107 +19,661	+17%	+$366K	1.33%	20
2021 Q1	$1.92M	Buy	115,446 +19,358	+20%	+$307K	1.21%	21
2020 Q4	$1.33M	Buy	+96,088	New	+$1.25M	0.96%	21

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $399M AUM 47.19% 1-Year Est. Return

Curi Wealth Management's AMJ Position: Q3 2022 in Review

Curi Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 210 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in AMJ in Q4 2020 and held it in 6 quarters. The position peaked at $2.65M in Q2 2021. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

Curi Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 210 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $4K.
Curi Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2020 and held it in 6 quarters.
Curi Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.65M in Q2 2021.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.