VDI
AMPS

Vaughan David Investments’s Altus Power AMPS Stock Holding History

Vaughan David Investments’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
Q3 		– Sell
-14,000
Closed -$55K – 221
2024
Q2 		$55K Buy
+14,000
New +$58.2K ﹤0.01% 207

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ECA
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Vaughan David Investments's AMPS Position: Q3 2024 in Review

Vaughan David Investments sold out of Altus Power (AMPS) in Q3 2024, closing a stake of 14,000 shares — an estimated $55K sold.

Vaughan David Investments first reported a position in AMPS in Q2 2024 and held it in 1 quarter. The position peaked at $55K in Q2 2024. 113 funds tracked by Wall St. Rank hold AMPS as of Q3 2024.

  • Vaughan David Investments reported no remaining Altus Power position as of Q3 2024 after selling out during the quarter.
  • Vaughan David Investments sold 14,000 Altus Power shares in Q3 2024, an estimated $55K.
  • Vaughan David Investments first reported a position in Altus Power in Q2 2024 and held it in 1 quarter.
  • Vaughan David Investments's Altus Power position peaked at $55K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Altus Power as of Q3 2024.

Based on Vaughan David Investments's 13F filing for Q3 2024, filed 4 Nov 2024.