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Avior Wealth Management’s Amplify Energy AMPY Stock Holding History

Avior Wealth Management’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8
Closed -$52 – 2321
2024
Q1 		$52 Buy
+8
New +$49 ﹤0.01% 3449

Other funds holding AMPY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Avior Wealth Management sold out of Amplify Energy (AMPY) in Q2 2024, closing a stake of 8 shares — an estimated $52 sold.

Avior Wealth Management first reported a position in AMPY in Q1 2024 and held it in 1 quarter. The position peaked at $52 in Q1 2024. 130 funds tracked by Wall St. Rank hold AMPY as of Q2 2024.

  • Avior Wealth Management reported no remaining Amplify Energy position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Amplify Energy shares in Q2 2024, an estimated $52.
  • Avior Wealth Management first reported a position in Amplify Energy in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Amplify Energy position peaked at $52 in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Amplify Energy as of Q2 2024.

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