FIM
AMPS

FWL Investment Management’s Altus Power AMPS Stock Holding History

FWL Investment Management’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
2024
Q3 		– Sell
-10,000
Closed -$39.2K – 323
2024
Q2 		$39.2K Hold
10,000
– – 0.02% 127
2024
Q1 		$47.8K Hold
10,000
– – 0.03% 99
2023
Q4 		$68.3K Hold
10,000
– – 0.04% 82
2023
Q3 		$52.5K Hold
10,000
– – 0.04% 85
2023
Q2 		$54K Hold
10,000
– – 0.04% 49
2023
Q1 		$54.8K Hold
10,000
– – 0.04% 54
2022
Q4 		$65.2K Buy
+10,000
New +$81.6K 0.05% 83
2022
Q1 		– Sell
-10,000
Closed -$105K – 58
2021
Q4 		$105K Hold
10,000
– – 0.06% 51
2021
Q3 		$99K Hold
10,000
– – 0.06% 47
2021
Q2 		$97K Hold
10,000
– – 0.06% 47
2021
Q1 		$98K Buy
+10,000
New +$102K 0.07% 46

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

FWL Investment Management's AMPS Position: Q3 2024 in Review

FWL Investment Management sold out of Altus Power (AMPS) in Q3 2024, closing a stake of 10,000 shares — an estimated $39.2K sold.

FWL Investment Management first reported a position in AMPS in Q1 2021 and held it in 11 quarters. The position peaked at $105K in Q4 2021. 113 funds tracked by Wall St. Rank hold AMPS as of Q3 2024.

  • FWL Investment Management reported no remaining Altus Power position as of Q3 2024 after selling out during the quarter.
  • FWL Investment Management sold 10,000 Altus Power shares in Q3 2024, an estimated $39.2K.
  • FWL Investment Management first reported a position in Altus Power in Q1 2021 and held it in 11 quarters.
  • FWL Investment Management's Altus Power position peaked at $105K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Altus Power as of Q3 2024.

Based on FWL Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.