Washington Trust’s Amplify BlueStar Israel Technology ETF ITEQ Stock Holding History

Washington Trust’s Portfolio ITEQ Stock Details ITEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-330	Closed	-$15.2K	–	864
2023 Q4	$15.2K	Hold	330	–	–	﹤0.01%	593
2023 Q3	$13.6K	Hold	330	–	–	﹤0.01%	588
2023 Q2	$15.3K	Hold	330	–	–	﹤0.01%	593
2023 Q1	$15.2K	Hold	330	–	–	﹤0.01%	603
2022 Q4	$14.5K	Hold	330	–	–	﹤0.01%	602
2022 Q3	$14K	Hold	330	–	–	﹤0.01%	604
2022 Q2	$15K	Hold	330	–	–	﹤0.01%	598
2022 Q1	$18K	Hold	330	–	–	﹤0.01%	603
2021 Q4	$21K	Hold	330	–	–	﹤0.01%	575
2021 Q3	$22K	Buy	330 +150	+83%	+$10.2K	﹤0.01%	666
2021 Q2	$13K	Hold	180	–	–	﹤0.01%	750
2021 Q1	$12K	Hold	180	–	–	﹤0.01%	740
2020 Q4	$12K	Hold	180	–	–	﹤0.01%	731
2020 Q3	$10K	Buy	+180	New	+$9.55K	﹤0.01%	730

Other funds holding ITEQ

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Washington Trust's ITEQ Position: Q1 2024 in Review

Washington Trust sold out of Amplify BlueStar Israel Technology ETF (ITEQ) in Q1 2024, closing a stake of 330 shares — an estimated $15.2K sold.

Washington Trust first reported a position in ITEQ in Q3 2020 and held it in 14 quarters. The position peaked at $22K in Q3 2021. 32 funds tracked by Wall St. Rank hold ITEQ as of Q1 2024.

Washington Trust reported no remaining Amplify BlueStar Israel Technology ETF position as of Q1 2024 after selling out during the quarter.
Washington Trust sold 330 Amplify BlueStar Israel Technology ETF shares in Q1 2024, an estimated $15.2K.
Washington Trust first reported a position in Amplify BlueStar Israel Technology ETF in Q3 2020 and held it in 14 quarters.
Washington Trust's Amplify BlueStar Israel Technology ETF position peaked at $22K in Q3 2021.
32 funds tracked by Wall St. Rank held Amplify BlueStar Israel Technology ETF as of Q1 2024.

Based on Washington Trust's 13F filing for Q1 2024, filed 23 Apr 2024.