TW
AMTM

TrinityPoint Wealth’s Amentum Holdings AMTM Stock Holding History

TrinityPoint Wealth’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 		$1.24M Buy
58,726
+34,227
+140% +$885K 0.17% 136
2024
Q3 		$790K Buy
+24,499
New +$698K 0.11% 175

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

TrinityPoint Wealth's AMTM Position: Q4 2024 in Review

TrinityPoint Wealth increased its Amentum Holdings (AMTM) stake by 140% in Q4 2024, buying an estimated $885K and bringing the position to 58,726 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #136.

TrinityPoint Wealth first reported a position in AMTM in Q3 2024 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold AMTM as of Q4 2024.

  • TrinityPoint Wealth held 58,726 shares of Amentum Holdings worth $1.24M as of Q4 2024.
  • TrinityPoint Wealth bought 34,227 Amentum Holdings shares in Q4 2024, an estimated $885K.
  • Amentum Holdings made up 0.17% of TrinityPoint Wealth's portfolio in Q4 2024, its #136 holding.
  • TrinityPoint Wealth first reported a position in Amentum Holdings in Q3 2024 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held Amentum Holdings as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.