Barrett Asset Management’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $229K | Hold |
764
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $230K | Buy |
764
+34
| +5% | +$10.1K | 0.01% | 211 |
|
|
2021
Q3 | $193K | Hold |
730
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $182K | Hold |
730
| – | – | 0.01% | 203 |
|
|
2021
Q1 | $170K | Hold |
730
| – | – | 0.01% | 206 |
|
|
2020
Q4 | $142K | Hold |
730
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $113K | Hold |
730
| – | – | 0.01% | 201 |
|
|
2020
Q2 | $110K | Buy |
730
+90
| +14% | +$11.5K | 0.01% | 191 |
|
|
2020
Q1 | $66K | Hold |
640
| – | – | 0.01% | 197 |
|
|
2019
Q4 | $107K | Hold |
640
| – | – | 0.01% | 192 |
|
|
2019
Q3 | $94K | Hold |
640
| – | – | 0.01% | 195 |
|
|
2019
Q2 | $93K | Hold |
640
| – | – | 0.01% | 198 |
|
|
2019
Q1 | $82K | Hold |
640
| – | – | 0.01% | 204 |
|
|
2018
Q4 | $67K | Hold |
640
| – | – | 0.01% | 212 |
|
|
2018
Q3 | $95K | Hold |
640
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $90K | Hold |
640
| – | – | 0.01% | 204 |
|
|
2018
Q1 | $95K | Hold |
640
| – | – | 0.01% | 203 |
|
|
2017
Q4 | $108K | Hold |
640
| – | – | 0.01% | 196 |
|
|
2017
Q3 | $95K | Hold |
640
| – | – | 0.01% | 195 |
|
|
2017
Q2 | $81K | Hold |
640
| – | – | 0.01% | 210 |
|
|
2017
Q1 | $83K | Sell |
640
-200
| -24% | -$24.8K | 0.01% | 193 |
|
|
2016
Q4 | $93K | Hold |
840
| – | – | 0.01% | 185 |
|
|
2016
Q3 | $84K | Hold |
840
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $75K | Hold |
840
| – | – | 0.01% | 197 |
|
|
2016
Q1 | $79K | Hold |
840
| – | – | 0.01% | 183 |
|
|
2015
Q4 | $89K | Hold |
840
| – | – | 0.01% | 171 |
|
|
2015
Q3 | $92K | Hold |
840
| – | – | 0.01% | 174 |
|
|
2015
Q2 | $105K | Hold |
840
| – | – | 0.01% | 174 |
|
|
2015
Q1 | $110K | Sell |
840
-185
| -18% | -$24.4K | 0.01% | 174 |
|
|
2014
Q4 | $136K | Hold |
1,025
| – | – | 0.01% | 186 |
|
|
2014
Q3 | $126K | Hold |
1,025
| – | – | 0.01% | 192 |
|
|
2014
Q2 | $123K | Hold |
1,025
| – | – | 0.01% | 190 |
|
|
2014
Q1 | $113K | Hold |
1,025
| – | – | 0.01% | 185 |
|
|
2013
Q4 | $118K | Sell |
1,025
-2,850
| -74% | -$294K | 0.01% | 178 |
|
|
2013
Q3 | $353K | Hold |
3,875
| – | – | 0.03% | 126 |
|
|
2013
Q2 | $313K | Buy |
+3,875
| New | +$301K | 0.03% | 127 |
|
Other funds holding AMP
Barrett Asset Management's AMP Position: Q1 2022 in Review
Barrett Asset Management held its Ameriprise Financial (AMP) position steady in Q1 2022 at 764 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #196.
Barrett Asset Management first reported a position in AMP in Q2 2013 and has held it in 36 quarters since. The position peaked at $353K in Q3 2013. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.
- Barrett Asset Management held 764 shares of Ameriprise Financial worth $229K as of Q1 2022.
- Barrett Asset Management left its Ameriprise Financial share count unchanged in Q1 2022.
- Ameriprise Financial made up 0.01% of Barrett Asset Management's portfolio in Q1 2022, its #196 holding.
- Barrett Asset Management first reported a position in Ameriprise Financial in Q2 2013 and has held it in 36 quarters since.
- Barrett Asset Management's Ameriprise Financial position peaked at $353K in Q3 2013.
- 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.
Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.