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Wealthspire Advisors (New York)’s Amplify Energy AMPY Stock Holding History

Wealthspire Advisors (New York)’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
2020
Q4 		– Sell
-20,800
Closed -$18K – 581
2020
Q3 		$18K Hold
20,800
– – ﹤0.01% 328
2020
Q2 		$26K Hold
20,800
– – ﹤0.01% 280
2020
Q1 		$12K Hold
20,800
– – ﹤0.01% 557
2019
Q4 		$137K Buy
+20,800
New +$134K 0.01% 205

Other funds holding AMPY

LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
USPCM
Union Square Park Capital Management New York $176M AUM 51.52% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
PTC
Petrus Trust Company Dallas, Texas $915M AUM 2.95% 1-Year Est. Return

Wealthspire Advisors (New York)'s AMPY Position: Q4 2020 in Review

Wealthspire Advisors (New York) sold out of Amplify Energy (AMPY) in Q4 2020, closing a stake of 20,800 shares — an estimated $18K sold.

Wealthspire Advisors (New York) first reported a position in AMPY in Q4 2019 and held it in 4 quarters. The position peaked at $137K in Q4 2019. 65 funds tracked by Wall St. Rank hold AMPY as of Q4 2020.

  • Wealthspire Advisors (New York) reported no remaining Amplify Energy position as of Q4 2020 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20,800 Amplify Energy shares in Q4 2020, an estimated $18K.
  • Wealthspire Advisors (New York) first reported a position in Amplify Energy in Q4 2019 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Amplify Energy position peaked at $137K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Amplify Energy as of Q4 2020.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2020, filed 16 Feb 2021.