Corient Private Wealth’s Altus Power AMPS Stock Holding History

Corient Private Wealth’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
2023 Q4	–	Sell	-10,100	Closed	-$53K	–	2361
2023 Q3	$53K	Hold	10,100	–	–	﹤0.01%	2074
2023 Q2	$54.5K	Hold	10,100	–	–	﹤0.01%	2017
2023 Q1	$55.3K	Hold	10,100	–	–	﹤0.01%	1931
2022 Q4	$65.9K	Buy	+10,100	New	+$82.5K	﹤0.01%	1607

Other funds holding AMPS

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

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

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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

ECA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JGC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's AMPS Position: Q4 2023 in Review

Corient Private Wealth sold out of Altus Power (AMPS) in Q4 2023, closing a stake of 10,100 shares — an estimated $53K sold.

Corient Private Wealth first reported a position in AMPS in Q4 2022 and held it in 4 quarters. The position peaked at $65.9K in Q4 2022. 134 funds tracked by Wall St. Rank hold AMPS as of Q4 2023.

Corient Private Wealth reported no remaining Altus Power position as of Q4 2023 after selling out during the quarter.
Corient Private Wealth sold 10,100 Altus Power shares in Q4 2023, an estimated $53K.
Corient Private Wealth first reported a position in Altus Power in Q4 2022 and held it in 4 quarters.
Corient Private Wealth's Altus Power position peaked at $65.9K in Q4 2022.
134 funds tracked by Wall St. Rank held Altus Power as of Q4 2023.

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