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Patriot Financial Group Insurance Agency’s Amplify Alternative Harvest ETF MJ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MJ Stock Details MJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-126
Closed -$9K – 1330
2022
Q2 		$9K Sell
126
-17
-12% -$1.57K ﹤0.01% 1298
2022
Q1 		$18K Sell
143
-191
-57% -$23K ﹤0.01% 1126
2021
Q4 		$44K Buy
334
+128
+62% +$20.2K 0.01% 925
2021
Q3 		$36K Buy
206
+11
+6% +$2.25K 0.01% 992
2021
Q2 		$48K Buy
195
+1
+0.5% +$252 0.01% 851
2021
Q1 		$53K Buy
194
+37
+24% +$9.77K 0.01% 751
2020
Q4 		$27K Buy
157
+1
+0.6% +$158 0.01% 886
2020
Q3 		$20K Sell
156
-30
-16% -$4.47K 0.01% 795
2020
Q2 		$29K Sell
186
-97
-34% -$14.7K 0.01% 653
2020
Q1 		$39K Sell
283
-354
-56% -$62.9K 0.02% 505
2019
Q4 		$131K Sell
637
-36
-5% -$7.93K 0.05% 295
2019
Q3 		$170K Buy
673
+32
+5% +$10.3K 0.08% 231
2019
Q2 		$243K Buy
641
+30
+5% +$12.1K 0.1% 168
2019
Q1 		$267K Buy
611
+76
+14% +$31.3K 0.14% 136
2018
Q4 		$160K Hold
535
– – 0.11% 150
2018
Q3 		$257K Buy
535
+108
+25% +$40.6K 0.15% 95
2018
Q2 		$151K Buy
427
+272
+175% +$96.5K 0.16% 90
2018
Q1 		$52K Buy
155
+90
+138% +$36.3K 0.04% 305
2017
Q4 		$30K Buy
+65
New +$23.5K 0.02% 381

Other funds holding MJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MJ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2022, closing a stake of 126 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in MJ in Q4 2017 and held it in 19 quarters. The position peaked at $267K in Q1 2019. 249 funds tracked by Wall St. Rank hold MJ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Amplify Alternative Harvest ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 126 Amplify Alternative Harvest ETF shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify Alternative Harvest ETF in Q4 2017 and held it in 19 quarters.
  • Patriot Financial Group Insurance Agency's Amplify Alternative Harvest ETF position peaked at $267K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.