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BDO Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

BDO 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
2023
Q2 		$3.36M Buy
10,129
+75
+0.7% +$23.1K 0.39% 57
2023
Q1 		$3.08M Sell
10,054
-19
-0.2% -$6.22K 0.38% 58
2022
Q4 		$3.14M Buy
10,073
+110
+1% +$33.6K 0.39% 49
2022
Q3 		$2.51M Sell
9,963
-103
-1% -$27.1K 0.33% 66
2022
Q2 		$2.39M Sell
10,066
-449
-4% -$120K 0.29% 68
2022
Q1 		$3.16M Buy
10,515
+216
+2% +$65.3K 0.34% 57
2021
Q4 		$3.11M Buy
10,299
+140
+1% +$41.4K 0.33% 55
2021
Q3 		$2.68M Buy
10,159
+301
+3% +$78.7K 0.3% 63
2021
Q2 		$2.45M Sell
9,858
-273
-3% -$68.8K 0.27% 70
2021
Q1 		$2.35M Sell
10,131
-450
-4% -$97.3K 0.28% 69
2020
Q4 		$2.06M Sell
10,581
-678
-6% -$121K 0.29% 64
2020
Q3 		$1.74M Sell
11,259
-662
-6% -$102K 0.28% 65
2020
Q2 		$1.79M Buy
11,921
+592
+5% +$75.9K 0.31% 63
2020
Q1 		$1.16M Buy
11,329
+3,784
+50% +$561K 0.23% 76
2019
Q4 		$1.26M Sell
7,545
-565
-7% -$87.6K 0.32% 64
2019
Q3 		$1.19M Buy
8,110
+502
+7% +$70.3K 0.31% 65
2019
Q2 		$1.1M Buy
7,608
+1,427
+23% +$206K 0.3% 68
2019
Q1 		$792K Buy
6,181
+814
+15% +$101K 0.23% 83
2018
Q4 		$560K Buy
5,367
+66
+1% +$8.29K 0.19% 94
2018
Q3 		$783K Buy
5,301
+296
+6% +$42.4K 0.25% 74
2018
Q2 		$700K Sell
5,005
-23
-0.5% -$3.26K 0.24% 81
2018
Q1 		$744K Buy
5,028
+733
+17% +$120K 0.28% 70
2017
Q4 		$728K Sell
4,295
-90
-2% -$14.4K 0.33% 59
2017
Q3 		$651K Sell
4,385
-200
-4% -$27.9K 0.32% 58
2017
Q2 		$584K Buy
+4,585
New +$582K 0.25% 69

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

BDO Wealth Advisors's AMP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Ameriprise Financial (AMP) stake by 0.75% in Q2 2023, buying an estimated $23.1K and bringing the position to 10,129 shares worth $3.36M. The position accounts for 0.39% of the portfolio, ranked #57.

BDO Wealth Advisors first reported a position in AMP in Q2 2017 and has held it in 25 quarters since. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • BDO Wealth Advisors held 10,129 shares of Ameriprise Financial worth $3.36M as of Q2 2023.
  • BDO Wealth Advisors bought 75 Ameriprise Financial shares in Q2 2023, an estimated $23.1K.
  • Ameriprise Financial made up 0.39% of BDO Wealth Advisors's portfolio in Q2 2023, its #57 holding.
  • BDO Wealth Advisors first reported a position in Ameriprise Financial in Q2 2017 and has held it in 25 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.