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Cypress Point Wealth Management’s InfraCap MLP ETF AMZA Stock Holding History

Cypress Point Wealth Management’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$3K – 160
2021
Q2 		$3K Buy
+100
New +$2.76K ﹤0.01% 175

Other funds holding AMZA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
RIM
Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

Cypress Point Wealth Management's AMZA Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of InfraCap MLP ETF (AMZA) in Q3 2021, closing a stake of 100 shares — an estimated $3K sold.

Cypress Point Wealth Management first reported a position in AMZA in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 30 funds tracked by Wall St. Rank hold AMZA as of Q3 2021.

  • Cypress Point Wealth Management reported no remaining InfraCap MLP ETF position as of Q3 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 100 InfraCap MLP ETF shares in Q3 2021, an estimated $3K.
  • Cypress Point Wealth Management first reported a position in InfraCap MLP ETF in Q2 2021 and held it in 1 quarter.
  • Cypress Point Wealth Management's InfraCap MLP ETF position peaked at $3K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.