Oppenheimer & Co’s Altus Power AMPS Stock Holding History

Oppenheimer & Co’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
2025 Q1	–	Sell	-15,000	Closed	-$61K	–	1691
2024 Q4	$61K	Hold	15,000	–	–	﹤0.01%	1524
2024 Q3	$47.7K	Sell	15,000 -5,000	-25%	-$17.8K	﹤0.01%	1479
2024 Q2	$78.4K	Sell	20,000 -5,000	-20%	-$20.8K	﹤0.01%	1395
2024 Q1	$120K	Hold	25,000	–	–	﹤0.01%	1381
2023 Q4	$171K	Hold	25,000	–	–	﹤0.01%	1301
2023 Q3	$131K	Sell	25,000 -5,000	-17%	-$30.6K	﹤0.01%	1306
2023 Q2	$162K	Buy	30,000 +10,000	+50%	+$49.3K	﹤0.01%	1312
2023 Q1	$110K	Hold	20,000	–	–	﹤0.01%	1311
2022 Q4	$130K	Buy	20,000 +7,500	+60%	+$61.2K	﹤0.01%	1272
2022 Q3	$138K	Sell	12,500 -27,500	-69%	-$262K	﹤0.01%	1267
2022 Q2	$252K	Buy	40,000 +20,000	+100%	+$134K	0.01%	1171
2022 Q1	$149K	Buy	20,000 +5,000	+33%	+$39.3K	﹤0.01%	1391
2021 Q4	$157K	Buy	+15,000	New	+$152K	﹤0.01%	1421

Other funds holding AMPS

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oppenheimer & Co's AMPS Position: Q1 2025 in Review

Oppenheimer & Co sold out of Altus Power (AMPS) in Q1 2025, closing a stake of 15,000 shares — an estimated $61K sold.

Oppenheimer & Co first reported a position in AMPS in Q4 2021 and held it in 13 quarters. The position peaked at $252K in Q2 2022. 156 funds tracked by Wall St. Rank hold AMPS as of Q1 2025.

Oppenheimer & Co reported no remaining Altus Power position as of Q1 2025 after selling out during the quarter.
Oppenheimer & Co sold 15,000 Altus Power shares in Q1 2025, an estimated $61K.
Oppenheimer & Co first reported a position in Altus Power in Q4 2021 and held it in 13 quarters.
Oppenheimer & Co's Altus Power position peaked at $252K in Q2 2022.
156 funds tracked by Wall St. Rank held Altus Power as of Q1 2025.

Based on Oppenheimer & Co's 13F filing for Q1 2025, filed 23 Apr 2025.