Marshall Wace
AMPS

Marshall Wace’s Altus Power AMPS Stock Holding History

Marshall Wace’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
-257,624
Closed -$1.23M – 3064
2024
Q1 		$1.23M Buy
257,624
+112,632
+78% +$670K ﹤0.01% 1570
2023
Q4 		$990K Sell
144,992
-77,208
-35% -$418K ﹤0.01% 1481
2023
Q3 		$1.17M Buy
+222,200
New +$1.36M ﹤0.01% 1450
2023
Q1 		– Sell
-18,600
Closed -$121K – 3204
2022
Q4 		$121K Buy
18,600
+2,766
+17% +$22.6K ﹤0.01% 2771
2022
Q3 		$175K Buy
+15,834
New +$151K ﹤0.01% 3114
2022
Q1 		– Sell
-18,954
Closed -$198K – 4149
2021
Q4 		$198K Sell
18,954
-1,964
-9% -$19.9K ﹤0.01% 3158
2021
Q3 		$208K Buy
+20,918
New +$207K ﹤0.01% 2788

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

Marshall Wace's AMPS Position: Q2 2024 in Review

Marshall Wace sold out of Altus Power (AMPS) in Q2 2024, closing a stake of 257,624 shares — an estimated $1.23M sold.

Marshall Wace first reported a position in AMPS in Q3 2021 and held it in 7 quarters. The position peaked at $1.23M in Q1 2024. 120 funds tracked by Wall St. Rank hold AMPS as of Q2 2024.

  • Marshall Wace reported no remaining Altus Power position as of Q2 2024 after selling out during the quarter.
  • Marshall Wace sold 257,624 Altus Power shares in Q2 2024, an estimated $1.23M.
  • Marshall Wace first reported a position in Altus Power in Q3 2021 and held it in 7 quarters.
  • Marshall Wace's Altus Power position peaked at $1.23M in Q1 2024.
  • 120 funds tracked by Wall St. Rank held Altus Power as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.