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Balboa Wealth Partners’s Ambarella AMBA Stock Holding History

Balboa Wealth Partners’s Portfolio AMBA Stock Details AMBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,545
Closed -$294K – 285
2023
Q3 		$294K Sell
5,545
-1,544
-22% -$108K 0.11% 159
2023
Q2 		$593K Buy
7,089
+851
+14% +$62.2K 0.21% 93
2023
Q1 		$483K Sell
6,238
-39
-0.6% -$3.34K 0.18% 113
2022
Q4 		$516K Buy
6,277
+750
+14% +$49.9K 0.23% 104
2022
Q3 		$310K Buy
+5,527
New +$410K 0.14% 129

Other funds holding AMBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balboa Wealth Partners's AMBA Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Ambarella (AMBA) in Q4 2023, closing a stake of 5,545 shares — an estimated $294K sold.

Balboa Wealth Partners first reported a position in AMBA in Q3 2022 and held it in 5 quarters. The position peaked at $593K in Q2 2023. 258 funds tracked by Wall St. Rank hold AMBA as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Ambarella position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,545 Ambarella shares in Q4 2023, an estimated $294K.
  • Balboa Wealth Partners first reported a position in Ambarella in Q3 2022 and held it in 5 quarters.
  • Balboa Wealth Partners's Ambarella position peaked at $593K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Ambarella as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.