Alpha Paradigm Partners’s Ameriprise Financial AMP Stock Holding History

Alpha Paradigm 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	$513K	Sell	1,646 -165	-9%	-$50.3K	0.21%	168
2022 Q3	$456K	Sell	1,811 -82	-4%	-$21.6K	0.2%	175
2022 Q2	$450K	Sell	1,893 -2,150	-53%	-$576K	0.19%	198
2022 Q1	$1.21M	Buy	4,043 +2,778	+220%	+$840K	0.48%	45
2021 Q4	$382K	Sell	1,265 -2,348	-65%	-$694K	0.15%	229
2021 Q3	$954K	Sell	3,613 -4,217	-54%	-$1.1M	0.38%	72
2021 Q2	$1.95M	Buy	+7,830	New	+$1.97M	0.74%	15

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

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

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

Alpha Paradigm Partners's AMP Position: Q4 2022 in Review

Alpha Paradigm Partners reduced its Ameriprise Financial (AMP) stake by 9.1% in Q4 2022, selling an estimated $50.3K and leaving 1,646 shares worth $513K. The position accounts for 0.21% of the portfolio, ranked #168.

Alpha Paradigm Partners first reported a position in AMP in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.95M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Alpha Paradigm Partners held 1,646 shares of Ameriprise Financial worth $513K as of Q4 2022.
Alpha Paradigm Partners sold 165 Ameriprise Financial shares in Q4 2022, an estimated $50.3K.
Ameriprise Financial made up 0.21% of Alpha Paradigm Partners's portfolio in Q4 2022, its #168 holding.
Alpha Paradigm Partners first reported a position in Ameriprise Financial in Q2 2021 and has held it in 7 quarters since.
Alpha Paradigm Partners's Ameriprise Financial position peaked at $1.95M in Q2 2021.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.