JFG
AMPS

Jefferies Financial Group’s Altus Power AMPS Stock Holding History

Jefferies Financial Group’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 – 1827
2024
Q2 		$39.2K Hold
10,000
– – ﹤0.01% 1325
2024
Q1 		$47.8K Sell
10,000
-20,000
-67% -$119K ﹤0.01% 1496
2023
Q4 		$205K Hold
30,000
– – ﹤0.01% 1468
2023
Q3 		$158K Buy
+30,000
New +$184K ﹤0.01% 1390

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

Jefferies Financial Group's AMPS Position: Q2 2024 in Review

Jefferies Financial Group sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 5,400 shares — an estimated $22.4K sold.

Jefferies Financial Group first reported a position in AMPS in Q3 2023 and held it in 3 quarters. The position peaked at $137K in Q4 2023. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • Jefferies Financial Group reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 5,400 Altus Power shares in Q2 2024, an estimated $22.4K.
  • Jefferies Financial Group first reported a position in Altus Power in Q3 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Altus Power position peaked at $137K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

Based on Jefferies Financial Group's 13F filing for Q2 2024, filed 13 Aug 2024.