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Mark Sheptoff Financial Planning’s Amphastar Pharmaceuticals AMPH Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AMPH Stock Details AMPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,250
Closed -$98.8K – 430
2024
Q1 		$98.8K Sell
2,250
-4,750
-68% -$245K 0.05% 132
2023
Q4 		$433K Buy
7,000
+6,700
+2,233% +$352K 0.26% 55
2023
Q3 		$13.8K Hold
300
– – 0.01% 242
2023
Q2 		$17.2K Buy
+300
New +$13.3K 0.01% 232

Other funds holding AMPH

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's AMPH Position: Q2 2024 in Review

Mark Sheptoff Financial Planning sold out of Amphastar Pharmaceuticals (AMPH) in Q2 2024, closing a stake of 2,250 shares — an estimated $98.8K sold.

Mark Sheptoff Financial Planning first reported a position in AMPH in Q2 2023 and held it in 4 quarters. The position peaked at $433K in Q4 2023. 268 funds tracked by Wall St. Rank hold AMPH as of Q2 2024.

  • Mark Sheptoff Financial Planning reported no remaining Amphastar Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,250 Amphastar Pharmaceuticals shares in Q2 2024, an estimated $98.8K.
  • Mark Sheptoff Financial Planning first reported a position in Amphastar Pharmaceuticals in Q2 2023 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Amphastar Pharmaceuticals position peaked at $433K in Q4 2023.
  • 268 funds tracked by Wall St. Rank held Amphastar Pharmaceuticals as of Q2 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2024, filed 12 Aug 2024.