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Integrated Wealth Concepts’s Amprius Technologies AMPX Stock Holding History

Integrated Wealth Concepts’s Portfolio AMPX Stock Details AMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,000
Closed -$14K – 1673
2024
Q2 		$14K Hold
11,000
– – ﹤0.01% 1638
2024
Q1 		$29.1K Hold
11,000
– – ﹤0.01% 1631
2023
Q4 		$58.2K Hold
11,000
– – ﹤0.01% 1553
2023
Q3 		$52.1K Buy
+11,000
New +$64.8K ﹤0.01% 1510

Other funds holding AMPX

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integrated Wealth Concepts's AMPX Position: Q3 2024 in Review

Integrated Wealth Concepts sold out of Amprius Technologies (AMPX) in Q3 2024, closing a stake of 11,000 shares — an estimated $14K sold.

Integrated Wealth Concepts first reported a position in AMPX in Q3 2023 and held it in 4 quarters. The position peaked at $58.2K in Q4 2023. 66 funds tracked by Wall St. Rank hold AMPX as of Q3 2024.

  • Integrated Wealth Concepts reported no remaining Amprius Technologies position as of Q3 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,000 Amprius Technologies shares in Q3 2024, an estimated $14K.
  • Integrated Wealth Concepts first reported a position in Amprius Technologies in Q3 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Amprius Technologies position peaked at $58.2K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Amprius Technologies as of Q3 2024.

Based on Integrated Wealth Concepts's 13F filing for Q3 2024, filed 14 Nov 2024.