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Glassman Wealth Services’s Amplify Energy AMPY Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-33,629
Closed -$199K – 289
2023
Q4 		$199K Sell
33,629
-28
-0.1% -$181 0.03% 188
2023
Q3 		$247K Buy
33,657
+33,557
+33,557% +$232K 0.04% 142
2023
Q2 		$677 Buy
100
+64
+178% +$446 ﹤0.01% 1574
2023
Q1 		$247 Sell
36
-33,557
-100% -$275K ﹤0.01% 1751
2022
Q4 		$295K Hold
33,593
– – 0.05% 126
2022
Q3 		$221K Buy
33,593
+36
+0.1% +$245 0.05% 139
2022
Q2 		$219K Hold
33,557
– – 0.05% 144
2022
Q1 		$185K Buy
+33,557
New +$155K 0.03% 180

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glassman Wealth Services's AMPY Position: Q1 2024 in Review

Glassman Wealth Services sold out of Amplify Energy (AMPY) in Q1 2024, closing a stake of 33,629 shares — an estimated $199K sold.

Glassman Wealth Services first reported a position in AMPY in Q1 2022 and held it in 8 quarters. The position peaked at $295K in Q4 2022. 125 funds tracked by Wall St. Rank hold AMPY as of Q1 2024.

  • Glassman Wealth Services reported no remaining Amplify Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 33,629 Amplify Energy shares in Q1 2024, an estimated $199K.
  • Glassman Wealth Services first reported a position in Amplify Energy in Q1 2022 and held it in 8 quarters.
  • Glassman Wealth Services's Amplify Energy position peaked at $295K in Q4 2022.
  • 125 funds tracked by Wall St. Rank held Amplify Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.