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Diversified Trust’s Amplify Energy AMPY Stock Holding History

Diversified Trust’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
2025
Q1 		– Sell
-11,047
Closed -$66.3K – 933
2024
Q4 		$66.3K Hold
11,047
– – ﹤0.01% 896
2024
Q3 		$72.1K Hold
11,047
– – ﹤0.01% 879
2024
Q2 		$74.9K Hold
11,047
– – ﹤0.01% 841
2024
Q1 		$73K Buy
+11,047
New +$67.2K ﹤0.01% 805

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
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
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Diversified Trust's AMPY Position: Q1 2025 in Review

Diversified Trust sold out of Amplify Energy (AMPY) in Q1 2025, closing a stake of 11,047 shares — an estimated $66.3K sold.

Diversified Trust first reported a position in AMPY in Q1 2024 and held it in 4 quarters. The position peaked at $74.9K in Q2 2024. 131 funds tracked by Wall St. Rank hold AMPY as of Q1 2025.

  • Diversified Trust reported no remaining Amplify Energy position as of Q1 2025 after selling out during the quarter.
  • Diversified Trust sold 11,047 Amplify Energy shares in Q1 2025, an estimated $66.3K.
  • Diversified Trust first reported a position in Amplify Energy in Q1 2024 and held it in 4 quarters.
  • Diversified Trust's Amplify Energy position peaked at $74.9K in Q2 2024.
  • 131 funds tracked by Wall St. Rank held Amplify Energy as of Q1 2025.

Based on Diversified Trust's 13F filing for Q1 2025, filed 24 Apr 2025.