WT
AMZA icon

Whittier Trust’s InfraCap MLP ETF AMZA Stock Holding History

Whittier Trust’s Portfolio AMZA Stock Details AMZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-875
Closed -$23K – 1699
2021
Q4 		$23K Buy
+875
New +$23.3K ﹤0.01% 1145

Other funds holding AMZA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
RIM
Regent Investment Management Louisville, Kentucky $373M AUM 10.22% 1-Year Est. Return

Whittier Trust's AMZA Position: Q1 2022 in Review

Whittier Trust sold out of InfraCap MLP ETF (AMZA) in Q1 2022, closing a stake of 875 shares — an estimated $23K sold.

Whittier Trust first reported a position in AMZA in Q4 2021 and held it in 1 quarter. The position peaked at $23K in Q4 2021. 32 funds tracked by Wall St. Rank hold AMZA as of Q1 2022.

  • Whittier Trust reported no remaining InfraCap MLP ETF position as of Q1 2022 after selling out during the quarter.
  • Whittier Trust sold 875 InfraCap MLP ETF shares in Q1 2022, an estimated $23K.
  • Whittier Trust first reported a position in InfraCap MLP ETF in Q4 2021 and held it in 1 quarter.
  • Whittier Trust's InfraCap MLP ETF position peaked at $23K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held InfraCap MLP ETF as of Q1 2022.

Based on Whittier Trust's 13F filing for Q1 2022, filed 29 Apr 2022.