SIA
AMTM

Schechter Investment Advisors’s Amentum Holdings AMTM Stock Holding History

Schechter Investment Advisors’s Portfolio AMTM Stock Details AMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,983
Closed -$225K – 716
2024
Q3 		$225K Buy
+8,983
New +$256K 0.02% 562

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Schechter Investment Advisors's AMTM Position: Q4 2024 in Review

Schechter Investment Advisors sold out of Amentum Holdings (AMTM) in Q4 2024, closing a stake of 8,983 shares — an estimated $225K sold.

Schechter Investment Advisors first reported a position in AMTM in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 451 funds tracked by Wall St. Rank hold AMTM as of Q4 2024.

  • Schechter Investment Advisors reported no remaining Amentum Holdings position as of Q4 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,983 Amentum Holdings shares in Q4 2024, an estimated $225K.
  • Schechter Investment Advisors first reported a position in Amentum Holdings in Q3 2024 and held it in 1 quarter.
  • Schechter Investment Advisors's Amentum Holdings position peaked at $225K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Amentum Holdings as of Q4 2024.

Based on Schechter Investment Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.