Newman Dignan & Sheerar Inc’s Amplify Mobile Payments ETF IPAY Stock Holding History

Newman Dignan & Sheerar Inc’s Portfolio IPAY Stock Details IPAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,097	Closed	-$210K	–	208
2021 Q3	$210K	Hold	3,097	–	–	0.06%	181
2021 Q2	$218K	Hold	3,097	–	–	0.07%	175
2021 Q1	$207K	Hold	3,097	–	–	0.08%	171
2020 Q4	$206	Buy	+3,097	New	+$184K	0.03%	165

Other funds holding IPAY

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WGCA

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

RJFSA

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

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

Newman Dignan & Sheerar Inc's IPAY Position: Q4 2021 in Review

Newman Dignan & Sheerar Inc sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2021, closing a stake of 3,097 shares — an estimated $210K sold.

Newman Dignan & Sheerar Inc first reported a position in IPAY in Q4 2020 and held it in 4 quarters. The position peaked at $218K in Q2 2021. 185 funds tracked by Wall St. Rank hold IPAY as of Q4 2021.

Newman Dignan & Sheerar Inc reported no remaining Amplify Mobile Payments ETF position as of Q4 2021 after selling out during the quarter.
Newman Dignan & Sheerar Inc sold 3,097 Amplify Mobile Payments ETF shares in Q4 2021, an estimated $210K.
Newman Dignan & Sheerar Inc first reported a position in Amplify Mobile Payments ETF in Q4 2020 and held it in 4 quarters.
Newman Dignan & Sheerar Inc's Amplify Mobile Payments ETF position peaked at $218K in Q2 2021.
185 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2021.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q4 2021, filed 18 Jan 2022.