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Safeguard Investment Advisory Group’s Amplify Travel Tech ETF AWAY Stock Holding History

Safeguard Investment Advisory Group’s Portfolio AWAY Stock Details AWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,212
Closed -$83K – 121
2020
Q4 		$83K Buy
+3,212
New +$71.4K 0.07% 140

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KWM
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Safeguard Investment Advisory Group's AWAY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Amplify Travel Tech ETF (AWAY) in Q1 2021, closing a stake of 3,212 shares — an estimated $83K sold.

Safeguard Investment Advisory Group first reported a position in AWAY in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 74 funds tracked by Wall St. Rank hold AWAY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Amplify Travel Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 3,212 Amplify Travel Tech ETF shares in Q1 2021, an estimated $83K.
  • Safeguard Investment Advisory Group first reported a position in Amplify Travel Tech ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Amplify Travel Tech ETF position peaked at $83K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Amplify Travel Tech ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.