AAM
AMPS

Advisors Asset Management’s Altus Power AMPS Stock Holding History

Advisors Asset Management’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-703
Closed -$3.36K – 1490
2024
Q1 		$3.36K Sell
703
-2,152
-75% -$12.8K ﹤0.01% 1390
2023
Q4 		$19.5K Sell
2,855
-4,168
-59% -$22.6K ﹤0.01% 1357
2023
Q3 		$36.9K Sell
7,023
-17
-0.2% -$104 ﹤0.01% 1309
2023
Q2 		$38K Buy
7,040
+280
+4% +$1.38K ﹤0.01% 1313
2023
Q1 		$37K Buy
6,760
+1,028
+18% +$7.21K ﹤0.01% 1335
2022
Q4 		$37.4K Buy
+5,732
New +$46.8K ﹤0.01% 1369

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Advisors Asset Management's AMPS Position: Q2 2024 in Review

Advisors Asset Management sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 703 shares — an estimated $3.36K sold.

Advisors Asset Management first reported a position in AMPS in Q4 2022 and held it in 6 quarters. The position peaked at $38K in Q2 2023. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • Advisors Asset Management reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • Advisors Asset Management sold 703 Altus Power shares in Q2 2024, an estimated $3.36K.
  • Advisors Asset Management first reported a position in Altus Power in Q4 2022 and held it in 6 quarters.
  • Advisors Asset Management's Altus Power position peaked at $38K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

Based on Advisors Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.