D.A. Davidson & Co’s Altus Power AMPS Stock Holding History

D.A. Davidson & Co’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 Q2	–	Sell	-103,978	Closed	-$570K	–	1428
2023 Q1	$570K	Sell	103,978 -3,339	-3%	-$23.4K	0.01%	853
2022 Q4	$700K	Buy	+107,317	New	+$876K	0.01%	746

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

D.A. Davidson & Co's AMPS Position: Q2 2023 in Review

D.A. Davidson & Co sold out of Altus Power (AMPS) in Q2 2023, closing a stake of 103,978 shares — an estimated $570K sold.

D.A. Davidson & Co first reported a position in AMPS in Q4 2022 and held it in 2 quarters. The position peaked at $700K in Q4 2022. 117 funds tracked by Wall St. Rank hold AMPS as of Q2 2023.

D.A. Davidson & Co reported no remaining Altus Power position as of Q2 2023 after selling out during the quarter.
D.A. Davidson & Co sold 103,978 Altus Power shares in Q2 2023, an estimated $570K.
D.A. Davidson & Co first reported a position in Altus Power in Q4 2022 and held it in 2 quarters.
D.A. Davidson & Co's Altus Power position peaked at $700K in Q4 2022.
117 funds tracked by Wall St. Rank held Altus Power as of Q2 2023.

Based on D.A. Davidson & Co's 13F filing for Q2 2023, filed 11 Aug 2023.