Aevitas Wealth Management’s Ameriprise Financial AMP Stock Holding History

Aevitas 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
2019 Q2	–	Sell	-516	Closed	-$66K	–	112
2019 Q1	$66K	Sell	516 -17	-3%	-$2.11K	0.06%	164
2018 Q4	$56K	Sell	533 -402	-43%	-$50.5K	0.06%	172
2018 Q3	$138K	Buy	935 +6	+0.6%	+$859	0.13%	121
2018 Q2	$130K	Buy	929 +6	+0.7%	+$850	0.13%	122
2018 Q1	$137K	Buy	923 +4	+0.4%	+$653	0.14%	118
2017 Q4	$156K	Buy	+919	New	+$147K	0.15%	109

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 $3.38T AUM 44.17% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Aevitas Wealth Management's AMP Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 516 shares — an estimated $66K sold.

Aevitas Wealth Management first reported a position in AMP in Q4 2017 and held it in 6 quarters. The position peaked at $156K in Q4 2017. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

Aevitas Wealth Management reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 516 Ameriprise Financial shares in Q2 2019, an estimated $66K.
Aevitas Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Ameriprise Financial position peaked at $156K in Q4 2017.
802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.