Wellington Management Group
AMPS

Wellington Management Group’s Altus Power AMPS Stock Holding History

Wellington Management Group’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
2023
Q2 		– Sell
-168,305
Closed -$922K – 2043
2023
Q1 		$922K Buy
168,305
+1,540
+0.9% +$10.8K ﹤0.01% 1677
2022
Q4 		$1.09M Sell
166,765
-35,414
-18% -$289K ﹤0.01% 1621
2022
Q3 		$2.23M Buy
+202,179
New +$1.93M ﹤0.01% 1500

Other funds holding AMPS

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Management Group's AMPS Position: Q2 2023 in Review

Wellington Management Group sold out of Altus Power (AMPS) in Q2 2023, closing a stake of 168,305 shares — an estimated $922K sold.

Wellington Management Group first reported a position in AMPS in Q3 2022 and held it in 3 quarters. The position peaked at $2.23M in Q3 2022. 117 funds tracked by Wall St. Rank hold AMPS as of Q2 2023.

  • Wellington Management Group reported no remaining Altus Power position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 168,305 Altus Power shares in Q2 2023, an estimated $922K.
  • Wellington Management Group first reported a position in Altus Power in Q3 2022 and held it in 3 quarters.
  • Wellington Management Group's Altus Power position peaked at $2.23M in Q3 2022.
  • 117 funds tracked by Wall St. Rank held Altus Power as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.