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Delap Wealth Advisory’s Amcor AMCR Stock Holding History

Delap Wealth Advisory’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,668
Closed -$228K – 66
2024
Q2 		$228K Buy
+4,668
New +$227K 0.11% 100

Other funds holding AMCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Delap Wealth Advisory's AMCR Position: Q3 2024 in Review

Delap Wealth Advisory sold out of Amcor (AMCR) in Q3 2024, closing a stake of 4,668 shares — an estimated $228K sold.

Delap Wealth Advisory first reported a position in AMCR in Q2 2024 and held it in 1 quarter. The position peaked at $228K in Q2 2024. 588 funds tracked by Wall St. Rank hold AMCR as of Q3 2024.

  • Delap Wealth Advisory reported no remaining Amcor position as of Q3 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,668 Amcor shares in Q3 2024, an estimated $228K.
  • Delap Wealth Advisory first reported a position in Amcor in Q2 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Amcor position peaked at $228K in Q2 2024.
  • 588 funds tracked by Wall St. Rank held Amcor as of Q3 2024.

Based on Delap Wealth Advisory's 13F filing for Q3 2024, filed 12 Nov 2024.