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AMI Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

AMI Asset Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,935
Closed -$8.76M – 88
2022
Q4 		$8.76M Buy
+24,935
New +$8.81M 0.61% 31

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AMI Asset Management's VOO Position: Q1 2023 in Review

AMI Asset Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 24,935 shares — an estimated $8.76M sold.

AMI Asset Management first reported a position in VOO in Q4 2022 and held it in 1 quarter. The position peaked at $8.76M in Q4 2022. 2,281 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • AMI Asset Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • AMI Asset Management sold 24,935 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $8.76M.
  • AMI Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • AMI Asset Management's Vanguard S&P 500 ETF position peaked at $8.76M in Q4 2022.
  • 2,281 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on AMI Asset Management's 13F filing for Q1 2023, filed 21 Apr 2023.