FinTrust Capital Advisors’s Amalgamated Financial AMAL Stock Holding History

FinTrust Capital Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$109K	Buy	3,482 +144	+4%	+$4.37K	0.02%	417
2024 Q2	$91.5K	Buy	3,338 +43	+1%	+$1.05K	0.02%	421
2024 Q1	$79.1K	Buy	3,295 +86	+3%	+$2.11K	0.02%	425
2023 Q4	$86.5K	Hold	3,209	–	–	0.02%	395
2023 Q3	$55.3K	Buy	3,209 +112	+4%	+$2.03K	0.01%	436
2023 Q2	$71.4K	Hold	3,097	–	–	0.02%	393
2023 Q1	$71.4K	Hold	3,097	–	–	0.02%	390
2022 Q4	$71.4K	Hold	3,097	–	–	0.02%	391
2022 Q3	$73K	Buy	3,097 +46	+2%	+$1.03K	0.02%	439
2022 Q2	$64K	Sell	3,051 -40	-1%	-$772	0.02%	480
2022 Q1	$56K	Buy	3,091 +483	+19%	+$8.25K	0.01%	539
2021 Q4	$44K	Hold	2,608	–	–	0.01%	573
2021 Q3	$41K	Sell	2,608 -1,700	-39%	-$26K	0.01%	584
2021 Q2	$67K	Sell	4,308 -1,082	-20%	-$17.5K	0.02%	509
2021 Q1	$89K	Sell	5,390 -125	-2%	-$2.03K	0.03%	441
2020 Q4	$76K	Buy	5,515 +1,616	+41%	+$20.6K	0.02%	433
2020 Q3	$41	Hold	3,899	–	–	0.01%	524
2020 Q2	$49K	Buy	+3,899	New	+$41.3K	0.02%	492

Other funds holding AMAL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

FinTrust Capital Advisors's AMAL Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Amalgamated Financial (AMAL) stake by 4.3% in Q3 2024, buying an estimated $4.37K and bringing the position to 3,482 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #417.

FinTrust Capital Advisors first reported a position in AMAL in Q2 2020 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold AMAL as of Q3 2024.

FinTrust Capital Advisors held 3,482 shares of Amalgamated Financial worth $109K as of Q3 2024.
FinTrust Capital Advisors bought 144 Amalgamated Financial shares in Q3 2024, an estimated $4.37K.
Amalgamated Financial made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #417 holding.
FinTrust Capital Advisors first reported a position in Amalgamated Financial in Q2 2020 and has held it in 18 quarters since.
165 funds tracked by Wall St. Rank held Amalgamated Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.