AWM
AMP icon

Alterna Wealth Management’s Ameriprise Financial AMP Stock Holding History

Alterna Wealth 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
2019
Q1 		– Sell
-1,768
Closed -$225K – 116
2018
Q4 		$225K Buy
+1,768
New +$222K 0.04% 309

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alterna Wealth Management's AMP Position: Q1 2019 in Review

Alterna Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2019, closing a stake of 1,768 shares — an estimated $225K sold.

Alterna Wealth Management first reported a position in AMP in Q4 2018 and held it in 1 quarter. The position peaked at $225K in Q4 2018. 761 funds tracked by Wall St. Rank hold AMP as of Q1 2019.

  • Alterna Wealth Management reported no remaining Ameriprise Financial position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,768 Ameriprise Financial shares in Q1 2019, an estimated $225K.
  • Alterna Wealth Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Ameriprise Financial position peaked at $225K in Q4 2018.
  • 761 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.