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EP Wealth Advisors’s Amplify Energy AMPY Stock Holding History

EP Wealth Advisors’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
-11,496
Closed -$69K – 1287
2024
Q4 		$69K Buy
11,496
+857
+8% +$5.61K ﹤0.01% 1220
2024
Q3 		$69.5K Buy
+10,639
New +$73.8K ﹤0.01% 1154

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

EP Wealth Advisors's AMPY Position: Q1 2025 in Review

EP Wealth Advisors sold out of Amplify Energy (AMPY) in Q1 2025, closing a stake of 11,496 shares — an estimated $69K sold.

EP Wealth Advisors first reported a position in AMPY in Q3 2024 and held it in 2 quarters. The position peaked at $69.5K in Q3 2024. 131 funds tracked by Wall St. Rank hold AMPY as of Q1 2025.

  • EP Wealth Advisors reported no remaining Amplify Energy position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 11,496 Amplify Energy shares in Q1 2025, an estimated $69K.
  • EP Wealth Advisors first reported a position in Amplify Energy in Q3 2024 and held it in 2 quarters.
  • EP Wealth Advisors's Amplify Energy position peaked at $69.5K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Amplify Energy as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.