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Lee Financial’s Amplify Energy AMPY Stock Holding History

Lee Financial’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
-7
Closed -$42 – 181
2023
Q4 		$42 Buy
+7
New +$45 ﹤0.01% 858

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

Lee Financial's AMPY Position: Q1 2024 in Review

Lee Financial sold out of Amplify Energy (AMPY) in Q1 2024, closing a stake of 7 shares — an estimated $42 sold.

Lee Financial first reported a position in AMPY in Q4 2023 and held it in 1 quarter. The position peaked at $42 in Q4 2023. 125 funds tracked by Wall St. Rank hold AMPY as of Q1 2024.

  • Lee Financial reported no remaining Amplify Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 7 Amplify Energy shares in Q1 2024, an estimated $42.
  • Lee Financial first reported a position in Amplify Energy in Q4 2023 and held it in 1 quarter.
  • Lee Financial's Amplify Energy position peaked at $42 in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Amplify Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.