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SWA
SOA Wealth Advisors’s
Amcor
AMCR
Stock Holding History
SOA Wealth Advisors’s Portfolio
AMCR Stock Details
AMCR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$318
Buy
+8
New
+$354
﹤0.01%
798
2025
Q4
–
Sell
-13
Closed
-$540
–
871
2025
Q3
$540
Hold
13
–
–
﹤0.01%
799
2025
Q2
$607
Sell
13
-63
-83%
-$2.91K
﹤0.01%
777
2025
Q1
$3.68K
Hold
76
–
–
﹤0.01%
663
2024
Q4
$3.57K
Hold
76
–
–
﹤0.01%
640
2024
Q3
$4.29K
Hold
76
–
–
﹤0.01%
612
2024
Q2
$3.71K
Sell
76
-16
-17%
-$776
﹤0.01%
627
2024
Q1
$4.38K
Hold
92
–
–
﹤0.01%
624
2023
Q4
$4.44K
Hold
92
–
–
﹤0.01%
613
2023
Q3
$4.22K
Hold
92
–
–
﹤0.01%
638
2023
Q2
$4.6K
Hold
92
–
–
﹤0.01%
629
2023
Q1
$5.25K
Hold
92
–
–
﹤0.01%
615
2022
Q4
$5.49K
Sell
92
-10
-10%
-$583
﹤0.01%
613
2022
Q3
$5K
Sell
102
-44
-30%
-$2.7K
﹤0.01%
594
2022
Q2
$9K
Sell
146
-796
-85%
-$49.2K
﹤0.01%
502
2022
Q1
$53K
Hold
942
–
–
0.01%
303
2021
Q4
$56K
Hold
942
–
–
0.01%
282
2021
Q3
$54K
Sell
942
-6
-0.6%
-$358
0.01%
296
2021
Q2
$54K
Buy
948
+479
+102%
+$28.5K
0.01%
300
2021
Q1
$27K
Buy
469
+98
+26%
+$5.58K
0.01%
347
2020
Q4
$21K
Buy
+371
New
+$21.2K
0.01%
389
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1-Year Est. Return
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1-Year Est. Return
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$19.3B AUM
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1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
Fuller & Thaler Asset Management
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$29.7B AUM
43.33%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Federated Hermes
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$61.5B AUM
30.7%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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