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Modera Wealth Management’s Amcor AMCR Stock Holding History

Modera Wealth Management’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
2023
Q3 		– Sell
-4,502
Closed -$225K – 549
2023
Q2 		$225K Buy
+4,502
New +$235K ﹤0.01% 510
2022
Q1 		– Sell
-3,647
Closed -$219K – 366
2021
Q4 		$219K Buy
+3,647
New +$216K 0.01% 534

Other funds holding AMCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Modera Wealth Management's AMCR Position: Q3 2023 in Review

Modera Wealth Management sold out of Amcor (AMCR) in Q3 2023, closing a stake of 4,502 shares — an estimated $225K sold.

Modera Wealth Management first reported a position in AMCR in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q2 2023. 567 funds tracked by Wall St. Rank hold AMCR as of Q3 2023.

  • Modera Wealth Management reported no remaining Amcor position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 4,502 Amcor shares in Q3 2023, an estimated $225K.
  • Modera Wealth Management first reported a position in Amcor in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Amcor position peaked at $225K in Q2 2023.
  • 567 funds tracked by Wall St. Rank held Amcor as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.