Affiance Financial’s Ameriprise Financial AMP Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-4	Closed	-$1.25K	–	110
2022 Q4	$1.25K	Buy	+4	New	+$1.22K	﹤0.01%	394

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Affiance Financial's AMP Position: Q1 2023 in Review

Affiance Financial sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 4 shares — an estimated $1.25K sold.

Affiance Financial first reported a position in AMP in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

Affiance Financial reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 4 Ameriprise Financial shares in Q1 2023, an estimated $1.25K.
Affiance Financial first reported a position in Ameriprise Financial in Q4 2022 and held it in 1 quarter.
Affiance Financial's Ameriprise Financial position peaked at $1.25K in Q4 2022.
1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.