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Algert Global’s Ameriprise Financial AMP Stock Holding History

Algert Global’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
-4,966
Closed -$1.49M – 1198
2022
Q1 		$1.49M Sell
4,966
-36
-0.7% -$10.9K 0.1% 346
2021
Q4 		$1.51M Buy
5,002
+2,256
+82% +$667K 0.19% 144
2021
Q3 		$725K Buy
+2,746
New +$718K 0.1% 381

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

Algert Global's AMP Position: Q2 2022 in Review

Algert Global sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 4,966 shares — an estimated $1.49M sold.

Algert Global first reported a position in AMP in Q3 2021 and held it in 3 quarters. The position peaked at $1.51M in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Algert Global reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Algert Global sold 4,966 Ameriprise Financial shares in Q2 2022, an estimated $1.49M.
  • Algert Global first reported a position in Ameriprise Financial in Q3 2021 and held it in 3 quarters.
  • Algert Global's Ameriprise Financial position peaked at $1.51M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Algert Global's 13F filing for Q2 2022, filed 15 Aug 2022.