HCR Wealth Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

HCR Wealth Advisors’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
2021 Q1	–	Sell	-466	Closed	-$80K	–	237
2020 Q4	$80K	Hold	466	–	–	0.02%	195
2020 Q3	$58K	Hold	466	–	–	0.01%	179
2020 Q2	$73K	Hold	466	–	–	0.02%	168
2020 Q1	$64K	Buy	+466	New	+$82.7K	0.02%	169
2019 Q3	–	Sell	-574	Closed	-$218K	–	157
2019 Q2	$218K	Sell	574 -56	-9%	-$22.6K	0.06%	144
2019 Q1	$254K	Buy	+630	New	+$260K	0.07%	151
2018 Q4	–	Sell	-583	Closed	-$231K	–	167
2018 Q3	$231K	Sell	583 -59	-9%	-$22.2K	0.08%	138
2018 Q2	$226K	Buy	642 +54	+9%	+$19.1K	0.07%	150
2018 Q1	$208K	Buy	+588	New	+$237K	0.07%	154

Other funds holding MJ

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

HCR Wealth Advisors's MJ Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2021, closing a stake of 466 shares — an estimated $80K sold.

HCR Wealth Advisors first reported a position in MJ in Q1 2018 and held it in 9 quarters. The position peaked at $254K in Q1 2019. 318 funds tracked by Wall St. Rank hold MJ as of Q1 2021.

HCR Wealth Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 466 Amplify Alternative Harvest ETF shares in Q1 2021, an estimated $80K.
HCR Wealth Advisors first reported a position in Amplify Alternative Harvest ETF in Q1 2018 and held it in 9 quarters.
HCR Wealth Advisors's Amplify Alternative Harvest ETF position peaked at $254K in Q1 2019.
318 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.