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Marcum Wealth’s Amcor AMCR Stock Holding History

Marcum Wealth’s Portfolio AMCR Stock Details AMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,015
Closed -$114K – 409
2024
Q3 		$114K Sell
2,015
-763
-27% -$40.5K 0.01% 372
2024
Q2 		$136K Buy
2,778
+394
+17% +$19.1K 0.01% 343
2024
Q1 		$113K Buy
+2,384
New +$112K 0.01% 355
2023
Q3 		– Sell
-2,145
Closed -$107K – 378
2023
Q2 		$107K Buy
+2,145
New +$112K 0.01% 343

Other funds holding AMCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Marcum Wealth's AMCR Position: Q4 2024 in Review

Marcum Wealth sold out of Amcor (AMCR) in Q4 2024, closing a stake of 2,015 shares — an estimated $114K sold.

Marcum Wealth first reported a position in AMCR in Q2 2023 and held it in 4 quarters. The position peaked at $136K in Q2 2024. 620 funds tracked by Wall St. Rank hold AMCR as of Q4 2024.

  • Marcum Wealth reported no remaining Amcor position as of Q4 2024 after selling out during the quarter.
  • Marcum Wealth sold 2,015 Amcor shares in Q4 2024, an estimated $114K.
  • Marcum Wealth first reported a position in Amcor in Q2 2023 and held it in 4 quarters.
  • Marcum Wealth's Amcor position peaked at $136K in Q2 2024.
  • 620 funds tracked by Wall St. Rank held Amcor as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.