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Bel Air Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Bel Air Investment 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
Q2 		– Sell
-1,125
Closed -$262K – 390
2021
Q1 		$262K Buy
+1,125
New +$243K 0.01% 352

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bel Air Investment Advisors's AMP Position: Q2 2021 in Review

Bel Air Investment Advisors sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 1,125 shares — an estimated $262K sold.

Bel Air Investment Advisors first reported a position in AMP in Q1 2021 and held it in 1 quarter. The position peaked at $262K in Q1 2021. 890 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Bel Air Investment Advisors reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • Bel Air Investment Advisors sold 1,125 Ameriprise Financial shares in Q2 2021, an estimated $262K.
  • Bel Air Investment Advisors first reported a position in Ameriprise Financial in Q1 2021 and held it in 1 quarter.
  • Bel Air Investment Advisors's Ameriprise Financial position peaked at $262K in Q1 2021.
  • 890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.