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Source Financial Advisors’s Amplitude AMPL Stock Holding History

Source Financial Advisors’s Portfolio AMPL Stock Details AMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.21M Hold
134,808
– – 0.36% 38
2024
Q2 		$1.2M Hold
134,808
– – 0.37% 37
2024
Q1 		$1.47M Buy
134,808
+11,643
+9% +$143K 0.45% 33
2023
Q4 		$1.57M Buy
123,165
+11,643
+10% +$129K 0.49% 37
2023
Q3 		$1.29M Hold
111,522
– – 0.44% 44
2023
Q2 		$1.23M Hold
111,522
– – 0.4% 43
2023
Q1 		$1.39M Buy
111,522
+17,771
+19% +$236K 0.46% 39
2022
Q4 		$1.13M Buy
93,751
+17,771
+23% +$252K 0.43% 44
2022
Q3 		$1.18M Buy
75,980
+17,771
+31% +$285K 0.47% 45
2022
Q2 		$832K Hold
58,209
– – 0.33% 58
2022
Q1 		$1.07M Hold
58,209
– – 0.32% 52
2021
Q4 		$3.08M Buy
+58,209
New +$3.67M 0.83% 28

Other funds holding AMPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Source Financial Advisors's AMPL Position: Q3 2024 in Review

Source Financial Advisors held its Amplitude (AMPL) position steady in Q3 2024 at 134,808 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #38.

Source Financial Advisors first reported a position in AMPL in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.08M in Q4 2021. 135 funds tracked by Wall St. Rank hold AMPL as of Q3 2024.

  • Source Financial Advisors held 134,808 shares of Amplitude worth $1.21M as of Q3 2024.
  • Source Financial Advisors left its Amplitude share count unchanged in Q3 2024.
  • Amplitude made up 0.36% of Source Financial Advisors's portfolio in Q3 2024, its #38 holding.
  • Source Financial Advisors first reported a position in Amplitude in Q4 2021 and has held it in 12 quarters since.
  • Source Financial Advisors's Amplitude position peaked at $3.08M in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Amplitude as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.