GoalVest Advisory’s Ambarella AMBA Stock Holding History

GoalVest Advisory’s Portfolio AMBA Stock Details AMBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-55	Closed	-$2.92K	–	372
2023 Q3	$2.92K	Buy	55 +6	+12%	+$421	﹤0.01%	392
2023 Q2	$4.1K	Buy	+49	New	+$3.58K	﹤0.01%	314

Other funds holding AMBA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

KCM

Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GoalVest Advisory's AMBA Position: Q4 2023 in Review

GoalVest Advisory sold out of Ambarella (AMBA) in Q4 2023, closing a stake of 55 shares — an estimated $2.92K sold.

GoalVest Advisory first reported a position in AMBA in Q2 2023 and held it in 2 quarters. The position peaked at $4.1K in Q2 2023. 258 funds tracked by Wall St. Rank hold AMBA as of Q4 2023.

GoalVest Advisory reported no remaining Ambarella position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 55 Ambarella shares in Q4 2023, an estimated $2.92K.
GoalVest Advisory first reported a position in Ambarella in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Ambarella position peaked at $4.1K in Q2 2023.
258 funds tracked by Wall St. Rank held Ambarella as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.