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Beacon Harbor Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Beacon Harbor 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
2020
Q2 		– Sell
-19,376
Closed -$1.99M – 44
2020
Q1 		$1.99M Buy
+19,376
New +$2.87M 1.5% 32

Other funds holding AMP

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beacon Harbor Wealth Advisors's AMP Position: Q2 2020 in Review

Beacon Harbor Wealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 19,376 shares — an estimated $1.99M sold.

Beacon Harbor Wealth Advisors first reported a position in AMP in Q1 2020 and held it in 1 quarter. The position peaked at $1.99M in Q1 2020. 755 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 19,376 Ameriprise Financial shares in Q2 2020, an estimated $1.99M.
  • Beacon Harbor Wealth Advisors first reported a position in Ameriprise Financial in Q1 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Ameriprise Financial position peaked at $1.99M in Q1 2020.
  • 755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.