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Burleson & Co’s AmpliTech AMPG Stock Holding History

Burleson & Co’s Portfolio AMPG Stock Details AMPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$14.4K Sell
6,800
-20,000
-75% -$44.1K ﹤0.01% 249
2022
Q3 		$49K Buy
26,800
+6,800
+34% +$15.2K 0.01% 193
2022
Q2 		$41K Buy
+20,000
New +$45.4K 0.01% 190

Other funds holding AMPG

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burleson & Co's AMPG Position: Q4 2022 in Review

Burleson & Co reduced its AmpliTech (AMPG) stake by 75% in Q4 2022, selling an estimated $44.1K and leaving 6,800 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Burleson & Co first reported a position in AMPG in Q2 2022 and has held it in 3 quarters since. The position peaked at $49K in Q3 2022. 15 funds tracked by Wall St. Rank hold AMPG as of Q4 2022.

  • Burleson & Co held 6,800 shares of AmpliTech worth $14.4K as of Q4 2022.
  • Burleson & Co sold 20,000 AmpliTech shares in Q4 2022, an estimated $44.1K.
  • AmpliTech made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #249 holding.
  • Burleson & Co first reported a position in AmpliTech in Q2 2022 and has held it in 3 quarters since.
  • Burleson & Co's AmpliTech position peaked at $49K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held AmpliTech as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.