AWMS
AMP icon

Advocacy Wealth Management Services’s Ameriprise Financial AMP Stock Holding History

Advocacy Wealth Management Services’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
Q2 		– Sell
-7
Closed -$2K – 139
2022
Q1 		$2K Hold
7
– – ﹤0.01% 142
2021
Q4 		$2K Hold
7
– – ﹤0.01% 142
2021
Q3 		$2K Hold
7
– – ﹤0.01% 140
2021
Q2 		$2K Buy
+7
New +$1.76K ﹤0.01% 158
2016
Q4 		– Sell
-200
Closed -$20K – 311
2016
Q3 		$20K Hold
200
– – 0.01% 206
2016
Q2 		$18K Buy
+200
New +$19.3K 0.01% 245

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Advocacy Wealth Management Services's AMP Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 7 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in AMP in Q2 2016 and held it in 6 quarters. The position peaked at $20K in Q3 2016. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 7 Ameriprise Financial shares in Q2 2022, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in Ameriprise Financial in Q2 2016 and held it in 6 quarters.
  • Advocacy Wealth Management Services's Ameriprise Financial position peaked at $20K in Q3 2016.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.