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Almanack Investment Partners’s Ameriprise Financial AMP Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-42
Closed -$11K – 219
2022
Q3 		$11K Buy
+42
New +$11.1K ﹤0.01% 456

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Almanack Investment Partners's AMP Position: Q4 2022 in Review

Almanack Investment Partners sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 42 shares — an estimated $11K sold.

Almanack Investment Partners first reported a position in AMP in Q3 2022 and held it in 1 quarter. The position peaked at $11K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • Almanack Investment Partners reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 42 Ameriprise Financial shares in Q4 2022, an estimated $11K.
  • Almanack Investment Partners first reported a position in Ameriprise Financial in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Ameriprise Financial position peaked at $11K in Q3 2022.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.