PFO
GERM

Pathstone Family Office’s Amplify Treatments, Testing and Advancements ETF GERM Stock Holding History

Pathstone Family Office’s Portfolio GERM Stock Details GERM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$31K – 1405
2020
Q4 		$31K Buy
+1,000
New +$30.4K ﹤0.01% 604

Other funds holding GERM

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Pathstone Family Office's GERM Position: Q1 2021 in Review

Pathstone Family Office sold out of Amplify Treatments, Testing and Advancements ETF (GERM) in Q1 2021, closing a stake of 1,000 shares — an estimated $31K sold.

Pathstone Family Office first reported a position in GERM in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 22 funds tracked by Wall St. Rank hold GERM as of Q1 2021.

  • Pathstone Family Office reported no remaining Amplify Treatments, Testing and Advancements ETF position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 1,000 Amplify Treatments, Testing and Advancements ETF shares in Q1 2021, an estimated $31K.
  • Pathstone Family Office first reported a position in Amplify Treatments, Testing and Advancements ETF in Q4 2020 and held it in 1 quarter.
  • Pathstone Family Office's Amplify Treatments, Testing and Advancements ETF position peaked at $31K in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Amplify Treatments, Testing and Advancements ETF as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.