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Ativo Capital Management’s Ameriprise Financial AMP Stock Holding History

Ativo Capital 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
2021
Q3 		– Sell
-5,637
Closed -$1.4M – 124
2021
Q2 		$1.4M Sell
5,637
-1
-0% -$252 0.6% 73
2021
Q1 		$1.31M Buy
5,638
+61
+1% +$13.2K 0.56% 74
2020
Q4 		$1.08M Sell
5,577
-3,889
-41% -$696K 0.47% 93
2020
Q3 		$1.46M Buy
9,466
+357
+4% +$55K 0.7% 33
2020
Q2 		$1.37M Buy
+9,109
New +$1.17M 0.74% 40
2020
Q1 		– Sell
-3,587
Closed -$597K – 102
2019
Q4 		$597K Buy
+3,587
New +$556K 0.27% 92

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ativo Capital Management's AMP Position: Q3 2021 in Review

Ativo Capital Management sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 5,637 shares — an estimated $1.4M sold.

Ativo Capital Management first reported a position in AMP in Q4 2019 and held it in 6 quarters. The position peaked at $1.46M in Q3 2020. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Ativo Capital Management reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
  • Ativo Capital Management sold 5,637 Ameriprise Financial shares in Q3 2021, an estimated $1.4M.
  • Ativo Capital Management first reported a position in Ameriprise Financial in Q4 2019 and held it in 6 quarters.
  • Ativo Capital Management's Ameriprise Financial position peaked at $1.46M in Q3 2020.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Ativo Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.