Atlas Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-19	Closed	-$5K	–	176
2021 Q3	$5K	Buy	19 +1	+6%	+$262	﹤0.01%	553
2021 Q2	$5K	Hold	18	–	–	﹤0.01%	564
2021 Q1	$4K	Sell	18 -912	-98%	-$197K	﹤0.01%	637
2020 Q4	$181K	Buy	930 +912	+5,067%	+$163K	0.12%	112
2020 Q3	$3K	Hold	18	–	–	﹤0.01%	515
2020 Q2	$3K	Buy	+18	New	+$2.31K	﹤0.01%	548

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

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

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

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

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

Atlas Private Wealth Advisors's AMP Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 19 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in AMP in Q2 2020 and held it in 6 quarters. The position peaked at $181K in Q4 2020. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 19 Ameriprise Financial shares in Q4 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in Ameriprise Financial in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Ameriprise Financial position peaked at $181K in Q4 2020.
985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.