CPA
AMPY icon

Capital Performance Advisors’s Amplify Energy AMPY Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-216
Closed -$1.41K – 297
2024
Q3 		$1.41K Buy
+216
New +$1.5K ﹤0.01% 1740

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
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital Performance Advisors's AMPY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Amplify Energy (AMPY) in Q4 2024, closing a stake of 216 shares — an estimated $1.41K sold.

Capital Performance Advisors first reported a position in AMPY in Q3 2024 and held it in 1 quarter. The position peaked at $1.41K in Q3 2024. 129 funds tracked by Wall St. Rank hold AMPY as of Q4 2024.

  • Capital Performance Advisors reported no remaining Amplify Energy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 216 Amplify Energy shares in Q4 2024, an estimated $1.41K.
  • Capital Performance Advisors first reported a position in Amplify Energy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Amplify Energy position peaked at $1.41K in Q3 2024.
  • 129 funds tracked by Wall St. Rank held Amplify Energy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.