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B. Riley Wealth Management’s Ameriprise Financial AMP Stock Holding History

B. Riley Wealth 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
2022
Q2 		$700K Buy
2,943
+4
+0.1% +$1.07K 0.07% 236
2022
Q1 		$883K Sell
2,939
-385
-12% -$116K 0.07% 227
2021
Q4 		$1M Buy
3,324
+789
+31% +$233K 0.07% 231
2021
Q3 		$670K Buy
+2,535
New +$663K 0.05% 281
2015
Q3 		– Sell
-386
Closed -$48K – 165
2015
Q2 		$48K Buy
+386
New +$49.2K 0.04% 416

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

B. Riley Wealth Management's AMP Position: Q2 2022 in Review

B. Riley Wealth Management increased its Ameriprise Financial (AMP) stake by 0.14% in Q2 2022, buying an estimated $1.07K and bringing the position to 2,943 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #236.

B. Riley Wealth Management first reported a position in AMP in Q2 2015 and has held it in 5 quarters since. The position peaked at $1M in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • B. Riley Wealth Management held 2,943 shares of Ameriprise Financial worth $700K as of Q2 2022.
  • B. Riley Wealth Management bought 4 Ameriprise Financial shares in Q2 2022, an estimated $1.07K.
  • Ameriprise Financial made up 0.07% of B. Riley Wealth Management's portfolio in Q2 2022, its #236 holding.
  • B. Riley Wealth Management first reported a position in Ameriprise Financial in Q2 2015 and has held it in 5 quarters since.
  • B. Riley Wealth Management's Ameriprise Financial position peaked at $1M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.