Arvest Bank Trust Division’s Ameriprise Financial AMP Stock Holding History

Arvest Bank Trust Division’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
2021 Q2	–	Sell	-3,584	Closed	-$833K	–	173
2021 Q1	$833K	Buy	3,584 +684	+24%	+$148K	0.05%	82
2020 Q4	$564K	Buy	2,900 +1,008	+53%	+$180K	0.04%	91
2020 Q3	$292K	Buy	1,892 +405	+27%	+$62.4K	0.02%	106
2020 Q2	$223K	Buy	+1,487	New	+$191K	0.02%	115
2016 Q4	–	Sell	-2,069	Closed	-$206K	–	126
2016 Q3	$206K	Buy	+2,069	New	+$200K	0.02%	121

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Arvest Bank Trust Division's AMP Position: Q2 2021 in Review

Arvest Bank Trust Division sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 3,584 shares — an estimated $833K sold.

Arvest Bank Trust Division first reported a position in AMP in Q3 2016 and held it in 5 quarters. The position peaked at $833K in Q1 2021. 890 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

Arvest Bank Trust Division reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
Arvest Bank Trust Division sold 3,584 Ameriprise Financial shares in Q2 2021, an estimated $833K.
Arvest Bank Trust Division first reported a position in Ameriprise Financial in Q3 2016 and held it in 5 quarters.
Arvest Bank Trust Division's Ameriprise Financial position peaked at $833K in Q1 2021.
890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Arvest Bank Trust Division's 13F filing for Q2 2021, filed 19 Aug 2021.