Aperio Group’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $27.9M | Buy |
143,776
+3,979
| +3% | +$712K | 0.08% | 237 |
|
|
2020
Q3 | $21.5M | Buy |
139,797
+8,663
| +7% | +$1.33M | 0.07% | 256 |
|
|
2020
Q2 | $19.7M | Sell |
131,134
-3,522
| -3% | -$452K | 0.07% | 264 |
|
|
2020
Q1 | $13.8M | Sell |
134,656
-7,084
| -5% | -$1.05M | 0.06% | 311 |
|
|
2019
Q4 | $23.6M | Sell |
141,740
-108
| -0.1% | -$16.7K | 0.08% | 255 |
|
|
2019
Q3 | $20.9M | Buy |
141,848
+6,060
| +4% | +$849K | 0.08% | 282 |
|
|
2019
Q2 | $19.7M | Buy |
135,788
+3,968
| +3% | +$574K | 0.08% | 285 |
|
|
2019
Q1 | $16.9M | Sell |
131,820
-901
| -0.7% | -$112K | 0.07% | 299 |
|
|
2018
Q4 | $13.9M | Sell |
132,721
-977
| -0.7% | -$123K | 0.07% | 311 |
|
|
2018
Q3 | $19.7M | Buy |
133,698
+236
| +0.2% | +$33.8K | 0.09% | 260 |
|
|
2018
Q2 | $18.7M | Buy |
133,462
+4,125
| +3% | +$585K | 0.09% | 260 |
|
|
2018
Q1 | $19.1M | Sell |
129,337
-6,388
| -5% | -$1.04M | 0.1% | 249 |
|
|
2017
Q4 | $23M | Buy |
135,725
+9,253
| +7% | +$1.48M | 0.12% | 207 |
|
|
2017
Q3 | $18.8M | Buy |
126,472
+4,668
| +4% | +$652K | 0.11% | 228 |
|
|
2017
Q2 | $15.5M | Buy |
121,804
+8,998
| +8% | +$1.14M | 0.09% | 250 |
|
|
2017
Q1 | $14.6M | Sell |
112,806
-5,281
| -4% | -$654K | 0.1% | 236 |
|
|
2016
Q4 | $13.1M | Sell |
118,087
-51
| -0% | -$5.39K | 0.1% | 232 |
|
|
2016
Q3 | $11.8M | Buy |
118,138
+2,553
| +2% | +$247K | 0.09% | 277 |
|
|
2016
Q2 | $10.4M | Buy |
115,585
+17,943
| +18% | +$1.73M | 0.08% | 285 |
|
|
2016
Q1 | $9.18M | Sell |
97,642
-609
| -0.6% | -$54.6K | 0.08% | 291 |
|
|
2015
Q4 | $10.5M | Buy |
98,251
+6,381
| +7% | +$713K | 0.1% | 241 |
|
|
2015
Q3 | $10M | Buy |
91,870
+1,222
| +1% | +$144K | 0.1% | 234 |
|
|
2015
Q2 | $11.3M | Buy |
90,648
+2,811
| +3% | +$358K | 0.12% | 217 |
|
|
2015
Q1 | $11.5M | Buy |
87,837
+5,813
| +7% | +$766K | 0.13% | 193 |
|
|
2014
Q4 | $10.8M | Buy |
82,024
+3,435
| +4% | +$435K | 0.13% | 182 |
|
|
2014
Q3 | $9.7M | Buy |
78,589
+4,016
| +5% | +$493K | 0.13% | 189 |
|
|
2014
Q2 | $8.95M | Buy |
74,573
+939
| +1% | +$105K | 0.13% | 199 |
|
|
2014
Q1 | $8.11M | Buy |
+73,634
| New | +$8.06M | 0.11% | 213 |
|
|
2013
Q4 | – | Sell |
-65,140
| Closed | -$6.73M | – | 199 |
|
|
2013
Q3 | $5.93M | Buy |
65,140
+6,737
| +12% | +$595K | 0.11% | 218 |
|
|
2013
Q2 | $4.72M | Buy |
+58,403
| New | +$4.54M | 0.11% | 217 |
|
Other funds holding AMP
Aperio Group's AMP Position: Q4 2020 in Review
Aperio Group increased its Ameriprise Financial (AMP) stake by 2.8% in Q4 2020, buying an estimated $712K and bringing the position to 143,776 shares worth $27.9M. The position accounts for 0.08% of the portfolio, ranked #237.
Aperio Group first reported a position in AMP in Q2 2013 and has held it in 30 quarters since. 852 funds tracked by Wall St. Rank hold AMP as of Q4 2020.
- Aperio Group held 143,776 shares of Ameriprise Financial worth $27.9M as of Q4 2020.
- Aperio Group bought 3,979 Ameriprise Financial shares in Q4 2020, an estimated $712K.
- Ameriprise Financial made up 0.08% of Aperio Group's portfolio in Q4 2020, its #237 holding.
- Aperio Group first reported a position in Ameriprise Financial in Q2 2013 and has held it in 30 quarters since.
- 852 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.