LPL Financial
AMPS

LPL Financial’s Altus Power AMPS Stock Holding History

LPL Financial’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
Q2 		– Sell
-20,166
Closed -$96.4K – 5163
2024
Q1 		$96.4K Buy
20,166
+2,540
+14% +$15.1K ﹤0.01% 4686
2023
Q4 		$120K Buy
17,626
+2,300
+15% +$12.5K ﹤0.01% 4517
2023
Q3 		$80.5K Hold
15,326
– – ﹤0.01% 4456
2023
Q2 		$82.8K Buy
15,326
+1,000
+7% +$4.93K ﹤0.01% 4356
2023
Q1 		$78.5K Buy
14,326
+2,505
+21% +$17.6K ﹤0.01% 4248
2022
Q4 		$77.1K Sell
11,821
-7,120
-38% -$58.1K ﹤0.01% 4216
2022
Q3 		$209K Buy
+18,941
New +$180K ﹤0.01% 3897

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LPL Financial's AMPS Position: Q2 2024 in Review

LPL Financial sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 20,166 shares — an estimated $96.4K sold.

LPL Financial first reported a position in AMPS in Q3 2022 and held it in 7 quarters. The position peaked at $209K in Q3 2022. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • LPL Financial reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 20,166 Altus Power shares in Q2 2024, an estimated $96.4K.
  • LPL Financial first reported a position in Altus Power in Q3 2022 and held it in 7 quarters.
  • LPL Financial's Altus Power position peaked at $209K in Q3 2022.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.