SIM
AMPS

Sandia Investment Management’s Altus Power AMPS Stock Holding History

Sandia Investment Management’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
2023
Q1 		– Sell
-3,000
Closed -$19.6K – 262
2022
Q4 		$19.6K Sell
3,000
-2,000
-40% -$16.3K ﹤0.01% 210
2022
Q3 		$55K Buy
+5,000
New +$47.6K 0.01% 217

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sandia Investment Management's AMPS Position: Q1 2023 in Review

Sandia Investment Management sold out of Altus Power (AMPS) in Q1 2023, closing a stake of 3,000 shares — an estimated $19.6K sold.

Sandia Investment Management first reported a position in AMPS in Q3 2022 and held it in 2 quarters. The position peaked at $55K in Q3 2022. 126 funds tracked by Wall St. Rank hold AMPS as of Q1 2023.

  • Sandia Investment Management reported no remaining Altus Power position as of Q1 2023 after selling out during the quarter.
  • Sandia Investment Management sold 3,000 Altus Power shares in Q1 2023, an estimated $19.6K.
  • Sandia Investment Management first reported a position in Altus Power in Q3 2022 and held it in 2 quarters.
  • Sandia Investment Management's Altus Power position peaked at $55K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held Altus Power as of Q1 2023.

Based on Sandia Investment Management's 13F filing for Q1 2023, filed 15 May 2023.