LPL Financial
AMPY icon

LPL Financial’s Amplify Energy AMPY Stock Holding History

LPL 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
Q2 		– Sell
-11,255
Closed -$74.4K – 5018
2024
Q1 		$74.4K Buy
+11,255
New +$68.4K ﹤0.01% 4723
2023
Q4 		– Sell
-10,067
Closed -$74K – 4796
2023
Q3 		$74K Buy
+10,067
New +$69.6K ﹤0.01% 4466
2021
Q3 		– Sell
-13,043
Closed -$53K – 4324
2021
Q2 		$53K Buy
13,043
+2,964
+29% +$9.85K ﹤0.01% 4133
2021
Q1 		$28K Buy
+10,079
New +$26.8K ﹤0.01% 4031

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial's AMPY Position: Q2 2024 in Review

LPL Financial sold out of Amplify Energy (AMPY) in Q2 2024, closing a stake of 11,255 shares — an estimated $74.4K sold.

LPL Financial first reported a position in AMPY in Q1 2021 and held it in 4 quarters. The position peaked at $74.4K in Q1 2024. 130 funds tracked by Wall St. Rank hold AMPY as of Q2 2024.

  • LPL Financial reported no remaining Amplify Energy position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 11,255 Amplify Energy shares in Q2 2024, an estimated $74.4K.
  • LPL Financial first reported a position in Amplify Energy in Q1 2021 and held it in 4 quarters.
  • LPL Financial's Amplify Energy position peaked at $74.4K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Amplify Energy as of Q2 2024.

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