Alpha DNA Investment Management’s Ameriprise Financial AMP Stock Holding History

Alpha DNA Investment 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
2023 Q2	–	Sell	-4,227	Closed	-$1.3M	–	153
2023 Q1	$1.3M	Buy	+4,227	New	+$1.38M	0.38%	58
2021 Q2	–	Sell	-124	Closed	-$28K	–	128
2021 Q1	$28K	Buy	124 +24	+24%	+$5.19K	0.03%	225
2020 Q4	$19K	Buy	+100	New	+$17.9K	0.02%	261

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

Alpha DNA Investment Management's AMP Position: Q2 2023 in Review

Alpha DNA Investment Management sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 4,227 shares — an estimated $1.3M sold.

Alpha DNA Investment Management first reported a position in AMP in Q4 2020 and held it in 3 quarters. The position peaked at $1.3M in Q1 2023. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

Alpha DNA Investment Management reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
Alpha DNA Investment Management sold 4,227 Ameriprise Financial shares in Q2 2023, an estimated $1.3M.
Alpha DNA Investment Management first reported a position in Ameriprise Financial in Q4 2020 and held it in 3 quarters.
Alpha DNA Investment Management's Ameriprise Financial position peaked at $1.3M in Q1 2023.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Alpha DNA Investment Management's 13F filing for Q2 2023, filed 31 Jul 2023.