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IndexIQ Advisors’s Amalgamated Financial AMAL Stock Holding History

IndexIQ Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,357
Closed -$266K – 1130
2020
Q4 		$266K Buy
19,357
+1,998
+12% +$25.4K 0.01% 758
2020
Q3 		$184K Buy
17,359
+941
+6% +$11K 0.01% 707
2020
Q2 		$206K Buy
+16,418
New +$174K 0.01% 543

Other funds holding AMAL

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return

IndexIQ Advisors's AMAL Position: Q1 2021 in Review

IndexIQ Advisors sold out of Amalgamated Financial (AMAL) in Q1 2021, closing a stake of 19,357 shares — an estimated $266K sold.

IndexIQ Advisors first reported a position in AMAL in Q2 2020 and held it in 3 quarters. The position peaked at $266K in Q4 2020. 86 funds tracked by Wall St. Rank hold AMAL as of Q1 2021.

  • IndexIQ Advisors reported no remaining Amalgamated Financial position as of Q1 2021 after selling out during the quarter.
  • IndexIQ Advisors sold 19,357 Amalgamated Financial shares in Q1 2021, an estimated $266K.
  • IndexIQ Advisors first reported a position in Amalgamated Financial in Q2 2020 and held it in 3 quarters.
  • IndexIQ Advisors's Amalgamated Financial position peaked at $266K in Q4 2020.
  • 86 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2021.

Based on IndexIQ Advisors's 13F filing for Q1 2021, filed 7 May 2021.