AWS
AMPS

Atria Wealth Solutions’s Altus Power AMPS Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-12,958
Closed -$82K – 1868
2022
Q2 		$82K Sell
12,958
-1,000
-7% -$6.68K ﹤0.01% 1555
2022
Q1 		$104K Buy
+13,958
New +$110K ﹤0.01% 1664

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Atria Wealth Solutions's AMPS Position: Q3 2022 in Review

Atria Wealth Solutions sold out of Altus Power (AMPS) in Q3 2022, closing a stake of 12,958 shares — an estimated $82K sold.

Atria Wealth Solutions first reported a position in AMPS in Q1 2022 and held it in 2 quarters. The position peaked at $104K in Q1 2022. 134 funds tracked by Wall St. Rank hold AMPS as of Q3 2022.

  • Atria Wealth Solutions reported no remaining Altus Power position as of Q3 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 12,958 Altus Power shares in Q3 2022, an estimated $82K.
  • Atria Wealth Solutions first reported a position in Altus Power in Q1 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Altus Power position peaked at $104K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Altus Power as of Q3 2022.

Based on Atria Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.