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Adams Wealth Management’s Ameriprise Financial AMP Stock Holding History

Adams Wealth Management’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
2020
Q4 		– Sell
-65
Closed -$10K – 79
2020
Q3 		$10K Buy
+65
New +$10K 0.01% 181

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Adams Wealth Management's AMP Position: Q4 2020 in Review

Adams Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 65 shares — an estimated $10K sold.

Adams Wealth Management first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Adams Wealth Management reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 65 Ameriprise Financial shares in Q4 2020, an estimated $10K.
  • Adams Wealth Management first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Ameriprise Financial position peaked at $10K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.