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Moneta Group Investment Advisors’s Amplify Energy AMPY Stock Holding History

Moneta Group Investment Advisors’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
2023
Q4 		– Sell
-30,000
Closed -$221K – 567
2023
Q3 		$221K Hold
30,000
– – 0.01% 474
2023
Q2 		$203K Hold
30,000
– – ﹤0.01% 515
2023
Q1 		$206K Buy
+30,000
New +$246K ﹤0.01% 495

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Moneta Group Investment Advisors's AMPY Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of Amplify Energy (AMPY) in Q4 2023, closing a stake of 30,000 shares — an estimated $221K sold.

Moneta Group Investment Advisors first reported a position in AMPY in Q1 2023 and held it in 3 quarters. The position peaked at $221K in Q3 2023. 115 funds tracked by Wall St. Rank hold AMPY as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining Amplify Energy position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 30,000 Amplify Energy shares in Q4 2023, an estimated $221K.
  • Moneta Group Investment Advisors first reported a position in Amplify Energy in Q1 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Amplify Energy position peaked at $221K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Amplify Energy as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.