Laird Norton Wetherby Trust Company’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Laird Norton Wetherby Trust Company’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
2023 Q4	–	Sell	-72,547	Closed	-$1.79M	–	156
2023 Q3	$1.79M	Buy	72,547 +25	+0%	+$598	0.23%	28
2023 Q2	$1.66M	Sell	72,522 -1,254	-2%	-$28.2K	0.2%	32
2023 Q1	$1.64M	Hold	73,776	–	–	0.2%	32
2022 Q4	$1.6M	Hold	73,776	–	–	0.23%	29
2022 Q3	$1.48M	Hold	73,776	–	–	0.34%	27
2022 Q2	$1.4M	Hold	73,776	–	–	0.18%	33
2022 Q1	$1.54M	Sell	73,776 -2,135	-3%	-$42.9K	0.14%	52
2021 Q4	$1.35M	Buy	75,911 +6,394	+9%	+$118K	0.13%	54
2021 Q3	$1.26M	Buy	69,517 +13,137	+23%	+$238K	0.13%	55
2021 Q2	$1.11M	Buy	+56,380	New	+$1.05M	0.12%	53

Other funds holding AMJ

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

NAS

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Laird Norton Wetherby Trust Company's AMJ Position: Q4 2023 in Review

Laird Norton Wetherby Trust Company sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 72,547 shares — an estimated $1.79M sold.

Laird Norton Wetherby Trust Company first reported a position in AMJ in Q2 2021 and held it in 10 quarters. The position peaked at $1.79M in Q3 2023. 186 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

Laird Norton Wetherby Trust Company reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Trust Company sold 72,547 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $1.79M.
Laird Norton Wetherby Trust Company first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2021 and held it in 10 quarters.
Laird Norton Wetherby Trust Company's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.79M in Q3 2023.
186 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2023, filed 14 Feb 2024.