TIM
AMPS

Triad Investment Management’s Altus Power AMPS Stock Holding History

Triad Investment Management’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$277K Buy
58,023
+18,879
+48% +$112K 0.34% 37
2023
Q4 		$267K Hold
39,144
– – 0.35% 38
2023
Q3 		$206K Hold
39,144
– – 0.3% 42
2023
Q2 		$211K Buy
39,144
+2,500
+7% +$12.3K 0.29% 47
2023
Q1 		$201K Buy
36,644
+15,864
+76% +$111K 0.29% 51
2022
Q4 		$135K Buy
+20,780
New +$170K 0.21% 53

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Triad Investment Management's AMPS Position: Q1 2024 in Review

Triad Investment Management increased its Altus Power (AMPS) stake by 48% in Q1 2024, buying an estimated $112K and bringing the position to 58,023 shares worth $277K. The position accounts for 0.34% of the portfolio, ranked #37.

Triad Investment Management first reported a position in AMPS in Q4 2022 and has held it in 6 quarters since. 121 funds tracked by Wall St. Rank hold AMPS as of Q1 2024.

  • Triad Investment Management held 58,023 shares of Altus Power worth $277K as of Q1 2024.
  • Triad Investment Management bought 18,879 Altus Power shares in Q1 2024, an estimated $112K.
  • Altus Power made up 0.34% of Triad Investment Management's portfolio in Q1 2024, its #37 holding.
  • Triad Investment Management first reported a position in Altus Power in Q4 2022 and has held it in 6 quarters since.
  • 121 funds tracked by Wall St. Rank held Altus Power as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.