HNWA
AMJ

Henrickson Nauta Wealth Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Henrickson Nauta Wealth Advisors’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
Q1 		– Sell
-4,150
Closed -$79K – 300
2021
Q4 		$79K Buy
+4,150
New +$76.8K 0.06% 70

Other funds holding AMJ

JP Morgan Chase
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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's AMJ Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2022, closing a stake of 4,150 shares — an estimated $79K sold.

Henrickson Nauta Wealth Advisors first reported a position in AMJ in Q4 2021 and held it in 1 quarter. The position peaked at $79K in Q4 2021. 178 funds tracked by Wall St. Rank hold AMJ as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 4,150 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2022, an estimated $79K.
  • Henrickson Nauta Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $79K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.