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Synergy Asset Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Synergy Asset Management’s Portfolio BATT Stock Details BATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-13,480
Closed -$243K – 101
2021
Q4 		$243K Sell
13,480
-6,256
-32% -$118K 0.06% 89
2021
Q3 		$339K Buy
+19,736
New +$351K 0.08% 70

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Synergy Asset Management's BATT Position: Q1 2022 in Review

Synergy Asset Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2022, closing a stake of 13,480 shares — an estimated $243K sold.

Synergy Asset Management first reported a position in BATT in Q3 2021 and held it in 2 quarters. The position peaked at $339K in Q3 2021. 75 funds tracked by Wall St. Rank hold BATT as of Q1 2022.

  • Synergy Asset Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Synergy Asset Management sold 13,480 Amplify Lithium & Battery Technology ETF shares in Q1 2022, an estimated $243K.
  • Synergy Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q3 2021 and held it in 2 quarters.
  • Synergy Asset Management's Amplify Lithium & Battery Technology ETF position peaked at $339K in Q3 2021.
  • 75 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2022.

Based on Synergy Asset Management's 13F filing for Q1 2022, filed 5 May 2022.