AAMC
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Asset Allocation & Management Company’s Ameriprise Financial AMP Stock Holding History

Asset Allocation & Management Company’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
2023
Q2 		– Sell
-2,536
Closed -$777K – 66
2023
Q1 		$777K Hold
2,536
– – 0.31% 44
2022
Q4 		$790K Sell
2,536
-963
-28% -$294K 0.31% 48
2022
Q3 		$882K Hold
3,499
– – 0.36% 45
2022
Q2 		$832K Hold
3,499
– – 0.35% 54
2022
Q1 		$1.05M Hold
3,499
– – 0.38% 51
2021
Q4 		$1.06M Buy
+3,499
New +$1.03M 0.36% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Asset Allocation & Management Company's AMP Position: Q2 2023 in Review

Asset Allocation & Management Company sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 2,536 shares — an estimated $777K sold.

Asset Allocation & Management Company first reported a position in AMP in Q4 2021 and held it in 6 quarters. The position peaked at $1.06M in Q4 2021. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Asset Allocation & Management Company reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Asset Allocation & Management Company sold 2,536 Ameriprise Financial shares in Q2 2023, an estimated $777K.
  • Asset Allocation & Management Company first reported a position in Ameriprise Financial in Q4 2021 and held it in 6 quarters.
  • Asset Allocation & Management Company's Ameriprise Financial position peaked at $1.06M in Q4 2021.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Asset Allocation & Management Company's 13F filing for Q2 2023, filed 8 Aug 2023.