WealthPLAN Partners’s AmpliTech AMPG Stock Holding History

WealthPLAN Partners’s Portfolio AMPG Stock Details AMPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500	Closed	-$1.16K	–	348
2023 Q2	$1.16K	Hold	500	–	–	﹤0.01%	1130
2023 Q1	$1.38K	Buy	+500	New	+$1.25K	﹤0.01%	1171

Other funds holding AMPG

Bard Associates Chicago, Illinois $451M AUM 66.6% 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

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

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

WealthPLAN Partners's AMPG Position: Q3 2023 in Review

WealthPLAN Partners sold out of AmpliTech (AMPG) in Q3 2023, closing a stake of 500 shares — an estimated $1.16K sold.

WealthPLAN Partners first reported a position in AMPG in Q1 2023 and held it in 2 quarters. The position peaked at $1.38K in Q1 2023. 18 funds tracked by Wall St. Rank hold AMPG as of Q3 2023.

WealthPLAN Partners reported no remaining AmpliTech position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 500 AmpliTech shares in Q3 2023, an estimated $1.16K.
WealthPLAN Partners first reported a position in AmpliTech in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's AmpliTech position peaked at $1.38K in Q1 2023.
18 funds tracked by Wall St. Rank held AmpliTech as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.