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True Wealth Design’s Amplify Energy AMPY Stock Holding History

True Wealth Design’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8
Closed -$26 – 2724
2025
Q2 		$26 Sell
8
-57
-88% -$169 ﹤0.01% 2483
2025
Q1 		$244 Buy
+65
New +$324 ﹤0.01% 1870

Other funds holding AMPY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.07B AUM 29.62% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's AMPY Position: Q3 2025 in Review

True Wealth Design sold out of Amplify Energy (AMPY) in Q3 2025, closing a stake of 8 shares — an estimated $26 sold.

True Wealth Design first reported a position in AMPY in Q1 2025 and held it in 2 quarters. The position peaked at $244 in Q1 2025. 104 funds tracked by Wall St. Rank hold AMPY as of Q3 2025.

  • True Wealth Design reported no remaining Amplify Energy position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 8 Amplify Energy shares in Q3 2025, an estimated $26.
  • True Wealth Design first reported a position in Amplify Energy in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Amplify Energy position peaked at $244 in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Amplify Energy as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.