ACG Wealth’s Ameriprise Financial AMP Stock Holding History

ACG Wealth’s Portfolio AMP Stock Details AMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-125	Closed	-$30K	–	277
2022 Q2	$30K	Buy	+125	New	+$33.5K	0.01%	510

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ACG Wealth's AMP Position: Q3 2022 in Review

ACG Wealth sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 125 shares — an estimated $30K sold.

ACG Wealth first reported a position in AMP in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

ACG Wealth reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 125 Ameriprise Financial shares in Q3 2022, an estimated $30K.
ACG Wealth first reported a position in Ameriprise Financial in Q2 2022 and held it in 1 quarter.
ACG Wealth's Ameriprise Financial position peaked at $30K in Q2 2022.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.