AJ
AMP icon

Ashburton (Jersey)’s Ameriprise Financial AMP Stock Holding History

Ashburton (Jersey)’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
-99
Closed -$23K – 45
2021
Q1 		$23K Hold
99
– – 0.01% 44
2020
Q4 		$19K Hold
99
– – 0.01% 51
2020
Q3 		$15K Hold
99
– – 0.01% 52
2020
Q2 		$15K Sell
99
-186
-65% -$23.8K 0.01% 52
2020
Q1 		$29K Hold
285
– – 0.01% 69
2019
Q4 		$47K Sell
285
-27
-9% -$4.18K 0.02% 64
2019
Q3 		$46K Hold
312
– – 0.02% 69
2019
Q2 		$45K Buy
+312
New +$45.1K 0.02% 72

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ashburton (Jersey)'s AMP Position: Q2 2021 in Review

Ashburton (Jersey) sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 99 shares — an estimated $23K sold.

Ashburton (Jersey) first reported a position in AMP in Q2 2019 and held it in 8 quarters. The position peaked at $47K in Q4 2019. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Ashburton (Jersey) reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • Ashburton (Jersey) sold 99 Ameriprise Financial shares in Q2 2021, an estimated $23K.
  • Ashburton (Jersey) first reported a position in Ameriprise Financial in Q2 2019 and held it in 8 quarters.
  • Ashburton (Jersey)'s Ameriprise Financial position peaked at $47K in Q4 2019.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Ashburton (Jersey)'s 13F filing for Q2 2021, filed 26 May 2023.