AWM
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Altium Wealth Management’s Ameriprise Financial AMP Stock Holding History

Altium 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
2022
Q2 		$729K Sell
3,068
-32
-1% -$8.57K 0.05% 193
2022
Q1 		$931K Sell
3,100
-80
-3% -$24.2K 0.06% 171
2021
Q4 		$959K Buy
3,180
+58
+2% +$17.2K 0.06% 158
2021
Q3 		$825K Buy
3,122
+2
+0.1% +$523 0.06% 157
2021
Q2 		$777K Sell
3,120
-181
-5% -$45.6K 0.06% 161
2021
Q1 		$767K Sell
3,301
-1,000
-23% -$216K 0.06% 149
2020
Q4 		$836K Buy
4,301
+70
+2% +$12.5K 0.07% 117
2020
Q3 		$652K Sell
4,231
-134
-3% -$20.6K 0.07% 126
2020
Q2 		$655K Sell
4,365
-1,099
-20% -$141K 0.07% 123
2020
Q1 		$560K Buy
5,464
+894
+20% +$132K 0.08% 126
2019
Q4 		$761K Sell
4,570
-170
-4% -$26.3K 0.09% 122
2019
Q3 		$697K Buy
4,740
+68
+1% +$9.53K 0.09% 130
2019
Q2 		$678K Buy
4,672
+404
+9% +$58.4K 0.1% 134
2019
Q1 		$547K Buy
4,268
+322
+8% +$40K 0.09% 150
2018
Q4 		$412K Buy
3,946
+720
+22% +$90.4K 0.08% 169
2018
Q3 		$476K Buy
3,226
+272
+9% +$38.9K 0.09% 159
2018
Q2 		$413K Buy
2,954
+1,511
+105% +$214K 0.11% 136
2018
Q1 		$214K Buy
1,443
+130
+10% +$21.2K 0.08% 155
2017
Q4 		$223K Buy
+1,313
New +$210K 0.1% 145

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

Altium Wealth Management's AMP Position: Q2 2022 in Review

Altium Wealth Management reduced its Ameriprise Financial (AMP) stake by 1% in Q2 2022, selling an estimated $8.57K and leaving 3,068 shares worth $729K. The position accounts for 0.05% of the portfolio, ranked #193.

Altium Wealth Management first reported a position in AMP in Q4 2017 and has held it in 19 quarters since. The position peaked at $959K in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Altium Wealth Management held 3,068 shares of Ameriprise Financial worth $729K as of Q2 2022.
  • Altium Wealth Management sold 32 Ameriprise Financial shares in Q2 2022, an estimated $8.57K.
  • Ameriprise Financial made up 0.05% of Altium Wealth Management's portfolio in Q2 2022, its #193 holding.
  • Altium Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Ameriprise Financial position peaked at $959K in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.