Ballentine Partners’s Altus Power AMPS Stock Holding History

Ballentine Partners’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
2025 Q2	–	Sell	-34,141	Closed	-$169K	–	1080
2025 Q1	$169K	Buy	34,141 +6,699	+24%	+$30.4K	﹤0.01%	826
2024 Q4	$112K	Buy	+27,442	New	+$100K	﹤0.01%	835

Other funds holding AMPS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ballentine Partners's AMPS Position: Q2 2025 in Review

Ballentine Partners sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 34,141 shares — an estimated $169K sold.

Ballentine Partners first reported a position in AMPS in Q4 2024 and held it in 2 quarters. The position peaked at $169K in Q1 2025. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

Ballentine Partners reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
Ballentine Partners sold 34,141 Altus Power shares in Q2 2025, an estimated $169K.
Ballentine Partners first reported a position in Altus Power in Q4 2024 and held it in 2 quarters.
Ballentine Partners's Altus Power position peaked at $169K in Q1 2025.
1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.