Castleview Partners’s Altus Power AMPS Stock Holding History

Castleview 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
2022 Q4	–	Sell	-6,126	Closed	-$67K	–	714
2022 Q3	$67K	Buy	+6,126	New	+$58.4K	0.06%	210

Other funds holding AMPS

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Castleview Partners's AMPS Position: Q4 2022 in Review

Castleview Partners sold out of Altus Power (AMPS) in Q4 2022, closing a stake of 6,126 shares — an estimated $67K sold.

Castleview Partners first reported a position in AMPS in Q3 2022 and held it in 1 quarter. The position peaked at $67K in Q3 2022. 124 funds tracked by Wall St. Rank hold AMPS as of Q4 2022.

Castleview Partners reported no remaining Altus Power position as of Q4 2022 after selling out during the quarter.
Castleview Partners sold 6,126 Altus Power shares in Q4 2022, an estimated $67K.
Castleview Partners first reported a position in Altus Power in Q3 2022 and held it in 1 quarter.
Castleview Partners's Altus Power position peaked at $67K in Q3 2022.
124 funds tracked by Wall St. Rank held Altus Power as of Q4 2022.

Based on Castleview Partners's 13F filing for Q4 2022, filed 1 Feb 2023.