BerganKDV Wealth Management’s Ameriprise Financial AMP Stock Holding History

BerganKDV 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
2023 Q2	$126K	Sell	378 -8	-2%	-$2.46K	0.01%	270
2023 Q1	$118K	Hold	386	–	–	0.01%	295
2022 Q4	$120K	Sell	386 -2	-0.5%	-$610	0.01%	285
2022 Q3	$98K	Sell	388 -22	-5%	-$5.79K	0.01%	292
2022 Q2	$97K	Hold	410	–	–	0.01%	303
2022 Q1	$123K	Hold	410	–	–	0.01%	288
2021 Q4	$124K	Hold	410	–	–	0.01%	309
2021 Q3	$108K	Hold	410	–	–	0.01%	310
2021 Q2	$102K	Hold	410	–	–	0.01%	311
2021 Q1	$95K	Sell	410 -5	-1%	-$1.08K	0.01%	300
2020 Q4	$81K	Buy	415 +22	+6%	+$3.94K	0.01%	300
2020 Q3	$61K	Hold	393	–	–	0.01%	316
2020 Q2	$59K	Hold	393	–	–	0.01%	333
2020 Q1	$40K	Buy	393 +163	+71%	+$24.2K	0.01%	347
2019 Q4	$38K	Buy	230 +17	+8%	+$2.63K	0.01%	370
2019 Q3	$31K	Hold	213	–	–	0.01%	377
2019 Q2	$31K	Hold	213	–	–	0.01%	374
2019 Q1	$27K	Hold	213	–	–	0.01%	401
2018 Q4	$22K	Hold	213	–	–	0.01%	382
2018 Q3	$31K	Hold	213	–	–	0.01%	367
2018 Q2	$30K	Buy	+213	New	+$30.2K	0.01%	377

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BerganKDV Wealth Management's AMP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Ameriprise Financial (AMP) stake by 2.1% in Q2 2023, selling an estimated $2.46K and leaving 378 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #270.

BerganKDV Wealth Management first reported a position in AMP in Q2 2018 and has held it in 21 quarters since. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

BerganKDV Wealth Management held 378 shares of Ameriprise Financial worth $126K as of Q2 2023.
BerganKDV Wealth Management sold 8 Ameriprise Financial shares in Q2 2023, an estimated $2.46K.
Ameriprise Financial made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #270 holding.
BerganKDV Wealth Management first reported a position in Ameriprise Financial in Q2 2018 and has held it in 21 quarters since.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.