AWM
AMPS

Avior Wealth Management’s Altus Power AMPS Stock Holding History

Avior Wealth 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
-16
Closed -$76 – 3821
2024
Q1 		$76 Buy
+16
New +$95 ﹤0.01% 3308

Other funds holding AMPS

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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

Avior Wealth Management's AMPS Position: Q2 2024 in Review

Avior Wealth Management sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 16 shares — an estimated $76 sold.

Avior Wealth Management first reported a position in AMPS in Q1 2024 and held it in 1 quarter. The position peaked at $76 in Q1 2024. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • Avior Wealth Management reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 16 Altus Power shares in Q2 2024, an estimated $76.
  • Avior Wealth Management first reported a position in Altus Power in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Altus Power position peaked at $76 in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.