Heritage Wealth Advisors’s Ardagh Metal Packaging AMBP Stock Holding History

Heritage Wealth Advisors’s Portfolio AMBP Stock Details AMBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-160	Closed	-$758	–	217
2026 Q2	$758	Hold	160	–	–	﹤0.01%	660
2026 Q1	$648	Hold	160	–	–	﹤0.01%	652
2025 Q4	$656	Hold	160	–	–	﹤0.01%	565
2025 Q3	$638	Hold	160	–	–	﹤0.01%	556
2025 Q2	$685	Hold	160	–	–	﹤0.01%	542
2025 Q1	$483	Hold	160	–	–	﹤0.01%	546
2024 Q4	$482	Hold	160	–	–	﹤0.01%	598
2024 Q3	$603	Hold	160	–	–	﹤0.01%	584
2024 Q2	$544	Hold	160	–	–	﹤0.01%	494
2024 Q1	$549	Hold	160	–	–	﹤0.01%	517
2023 Q4	$614	Hold	160	–	–	﹤0.01%	523
2023 Q3	$501	Buy	160 +73	+84%	+$257	﹤0.01%	486
2023 Q2	$327	Hold	87	–	–	﹤0.01%	532
2023 Q1	$355	Hold	87	–	–	﹤0.01%	551
2022 Q4	$418	Hold	87	–	–	﹤0.01%	536
2022 Q3	$421	Hold	87	–	–	﹤0.01%	509
2022 Q2	$1K	Buy	87 +50	+135%	+$338	﹤0.01%	531
2022 Q1	$0	Hold	37	–	–	﹤0.01%	529
2021 Q4	$0	Buy	+37	New	+$352	﹤0.01%	538

Other funds holding AMBP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Heritage Wealth Advisors's AMBP Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of Ardagh Metal Packaging (AMBP) in Q3 2026, closing a stake of 160 shares — an estimated $758 sold.

Heritage Wealth Advisors first reported a position in AMBP in Q4 2021 and held it in 19 quarters. The position peaked at $1K in Q2 2022. 177 funds tracked by Wall St. Rank hold AMBP as of Q3 2026.

Heritage Wealth Advisors reported no remaining Ardagh Metal Packaging position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 160 Ardagh Metal Packaging shares in Q3 2026, an estimated $758.
Heritage Wealth Advisors first reported a position in Ardagh Metal Packaging in Q4 2021 and held it in 19 quarters.
Heritage Wealth Advisors's Ardagh Metal Packaging position peaked at $1K in Q2 2022.
177 funds tracked by Wall St. Rank held Ardagh Metal Packaging as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.