Transform Wealth’s Amcor AMCR Stock Holding History

Transform Wealth’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
2020 Q1	–	Sell	-4,075	Closed	-$221K	–	208
2019 Q4	$221K	Sell	4,075 -277	-6%	-$13.9K	0.04%	212
2019 Q3	$212K	Sell	4,352 -902	-17%	-$46.6K	0.04%	198
2019 Q2	$302K	Buy	+5,254	New	+$292K	0.04%	209

Other funds holding AMCR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Transform Wealth's AMCR Position: Q1 2020 in Review

Transform Wealth sold out of Amcor (AMCR) in Q1 2020, closing a stake of 4,075 shares — an estimated $221K sold.

Transform Wealth first reported a position in AMCR in Q2 2019 and held it in 3 quarters. The position peaked at $302K in Q2 2019. 388 funds tracked by Wall St. Rank hold AMCR as of Q1 2020.

Transform Wealth reported no remaining Amcor position as of Q1 2020 after selling out during the quarter.
Transform Wealth sold 4,075 Amcor shares in Q1 2020, an estimated $221K.
Transform Wealth first reported a position in Amcor in Q2 2019 and held it in 3 quarters.
Transform Wealth's Amcor position peaked at $302K in Q2 2019.
388 funds tracked by Wall St. Rank held Amcor as of Q1 2020.

Based on Transform Wealth's 13F filing for Q1 2020, filed 30 Apr 2020.