Berman Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Berman Capital 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 Q3	$201K	Buy	764 +206	+37%	+$53.9K	0.03%	262
2021 Q2	$139K	Buy	558 +16	+3%	+$4.03K	0.02%	301
2021 Q1	$126K	Buy	542 +126	+30%	+$27.2K	0.03%	256
2020 Q4	$80K	Buy	416 +20	+5%	+$3.58K	0.02%	292
2020 Q3	$61K	Hold	396	–	–	0.02%	296
2020 Q2	$59K	Buy	396 +118	+42%	+$15.1K	0.02%	295
2020 Q1	$27K	Buy	278 +104	+60%	+$15.4K	0.01%	420
2019 Q4	$28K	Sell	174 -2	-1%	-$310	0.01%	440
2019 Q3	$25K	Sell	176 -69	-28%	-$9.67K	0.01%	447
2019 Q2	$35K	Buy	245 +142	+138%	+$20.5K	0.01%	372
2019 Q1	$13K	Buy	103 +27	+36%	+$3.35K	﹤0.01%	570
2018 Q4	$7K	Buy	+76	New	+$9.54K	﹤0.01%	586

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's AMP Position: Q3 2021 in Review

Berman Capital Advisors increased its Ameriprise Financial (AMP) stake by 37% in Q3 2021, buying an estimated $53.9K and bringing the position to 764 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #262.

Berman Capital Advisors first reported a position in AMP in Q4 2018 and has held it in 12 quarters since. 924 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Berman Capital Advisors held 764 shares of Ameriprise Financial worth $201K as of Q3 2021.
Berman Capital Advisors bought 206 Ameriprise Financial shares in Q3 2021, an estimated $53.9K.
Ameriprise Financial made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #262 holding.
Berman Capital Advisors first reported a position in Ameriprise Financial in Q4 2018 and has held it in 12 quarters since.
924 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.