SBIA
AMTM

Sheaff Brock Investment Advisors’s Amentum Holdings AMTM Stock Holding History

Sheaff Brock 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
-6,210
Closed -$200K – 487
2024
Q3 		$200K Buy
+6,210
New +$177K 0.02% 406

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's AMTM Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Amentum Holdings (AMTM) in Q4 2024, closing a stake of 6,210 shares — an estimated $200K sold.

Sheaff Brock Investment Advisors first reported a position in AMTM in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 451 funds tracked by Wall St. Rank hold AMTM as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Amentum Holdings position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,210 Amentum Holdings shares in Q4 2024, an estimated $200K.
  • Sheaff Brock Investment Advisors first reported a position in Amentum Holdings in Q3 2024 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Amentum Holdings position peaked at $200K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Amentum Holdings as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.