Amj Financial Wealth Management Closed Holding Positions

Amj Financial Wealth Management

  • $343 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CNQ
Canadian Natural Resources LTD

Energy
Q2 2022 Filed on Dec 08, 2022
116,434
$49.76 - $68.78 $5.79M - $8.01M
INFY
Infosys LTD

Technology
Q2 2022 Filed on Dec 08, 2022
27,883
$17.67 - $24.74 $493K - $690K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q2 2022 Filed on Dec 08, 2022
80,588
$90.32 - $102.87 $7.28M - $8.29M
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Dec 08, 2022
2,069
$85.56 - $102.18 $177K - $211K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Dec 08, 2022
2,680
$150.2 - $182.71 $403K - $490K
LRCX
Lam Research Corp

Technology
Q2 2022 Filed on Dec 08, 2022
1,076
$418.3 - $535.55 $450K - $576K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Dec 08, 2022
1,469
$155.6 - $218.85 $229K - $321K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2022 Filed on Dec 08, 2022
3,990
$102.2 - $137.05 $408K - $547K
NET
Cloudflare, Inc.

Technology
Q2 2022 Filed on Dec 08, 2022
45,560
$39.7 - $126.9 $1.81M - $5.78M
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Dec 08, 2022
119,186
$34.98 - $49.57 $4.17M - $5.91M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Dec 08, 2022
12,026
$104.73 - $109.51 $1.26M - $1.32M
CFG
Citizens Financial Group Inc

Financial Services
Q2 2022 Filed on Dec 08, 2022
9,998
$35.04 - $44.32 $350K - $443K
CME
Cme Group Inc.

Financial Services
Q2 2022 Filed on Dec 08, 2022
9,802
$188.48 - $244.3 $1.85M - $2.39M
IAU
Ishares Gold Trust

ETFs
Q2 2022 Filed on Dec 08, 2022
283,755
$34.31 - $37.62 $9.74M - $10.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Dec 08, 2022
1,782
$140.99 - $168.41 $251K - $300K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Dec 08, 2022
12,087
$94.02 - $198.2 $1.14M - $2.4M
WOLF
Wolfspeed, Inc.

Technology
Q2 2022 Filed on Dec 08, 2022
14,825
$58.67 - $115.53 $870K - $1.71M
TEL
Te Connectivity Ltd.

Technology
Q2 2022 Filed on Dec 08, 2022
19,052
$112.87 - $132.67 $2.15M - $2.53M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Dec 08, 2022
13,011
$38.85 - $50.6 $505K - $658K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Dec 08, 2022
1,791
$93.29 - $138.58 $167K - $248K
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Dec 08, 2022
34,456
$158.74 - $219.95 $5.47M - $7.58M
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2022 Filed on Dec 08, 2022
6,640
$42.58 - $55.5 $283K - $369K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Dec 08, 2022
70,818
$113.44 - $123.09 $8.03M - $8.72M
XLP
Consumer Staples Sector Spdr

ETFs
Q2 2022 Filed on Dec 08, 2022
10,628
N/A
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Dec 08, 2022
29,699
$30.84 - $38.22 $916K - $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2022 Filed on Dec 08, 2022
1,259
$268.98 - $315.31 $339K - $397K
ENTG
Entegris Inc

Technology
Q1 2022 Filed on May 11, 2022
45,571
$109.73 - $140.83 $5M - $6.42M
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 11, 2022
3,696
$74.08 - $93.14 $274K - $344K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q1 2022 Filed on May 11, 2022
3,216
$93.09 - $107.63 $299K - $346K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on May 11, 2022
47,703
$117.51 - $142.55 $5.61M - $6.8M
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
40,878
$17.98 - $24.65 $735K - $1.01M
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 11, 2022
1,330
$256.35 - $343.1 $341K - $456K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 11, 2022
158,059
$34.86 - $39.14 $5.51M - $6.19M
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
48,008
$36.45 - $59.95 $1.75M - $2.88M
IVZ
Invesco Ltd.

Financial Services
Q1 2022 Filed on May 11, 2022
204,881
$18.64 - $24.89 $3.82M - $5.1M
LKQ
Lkq Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
5,236
$42.55 - $59.49 $223K - $311K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 11, 2022
2,956
$163.19 - $210.31 $482K - $622K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2022 Filed on May 11, 2022
6,966
$36.04 - $51.93 $251K - $362K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on May 11, 2022
33,866
$71.53 - $82.66 $2.42M - $2.8M
STM
St Microelectronics N.V.

Technology
Q1 2022 Filed on May 11, 2022
42,219
$35.66 - $50.2 $1.51M - $2.12M
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on May 11, 2022
22,120
$128.19 - $163.16 $2.84M - $3.61M
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
753
$662.87 - $917.22 $499K - $691K
BYD
Boyd Gaming Corp

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
85,269
$56.44 - $71.17 $4.81M - $6.07M
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q4 2021 Filed on Feb 10, 2022
28,425
$11.4 - $13.05 $324K - $371K
TRMB
Trimble Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
2,754
$80.38 - $89.28 $221K - $246K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
17,108
$57.28 - $81.19 $980K - $1.39M
CCI
Crown Castle International Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
6,462
$167.81 - $208.74 $1.08M - $1.35M
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Feb 10, 2022
66,324
$47.71 - $57.4 $3.16M - $3.81M
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 10, 2022
5,476
$86.79 - $100.15 $475K - $548K
Track This Portfolio

Track Amj Financial Wealth Management Portfolio

Follow Amj Financial Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amj Financial Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Amj Financial Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email