Better Money Decisions’s Ameriprise Financial AMP Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-116	Closed	-$28K	–	76
2022 Q2	$28K	Buy	+116	New	+$31.1K	0.02%	187
2021 Q4	–	Sell	-110	Closed	-$29K	–	90
2021 Q3	$29K	Sell	110 -6	-5%	-$1.57K	0.02%	219
2021 Q2	$29K	Hold	116	–	–	0.03%	212
2021 Q1	$27K	Buy	+116	New	+$25.1K	0.03%	185

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Better Money Decisions's AMP Position: Q3 2022 in Review

Better Money Decisions sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 116 shares — an estimated $28K sold.

Better Money Decisions first reported a position in AMP in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q3 2021. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Better Money Decisions reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 116 Ameriprise Financial shares in Q3 2022, an estimated $28K.
Better Money Decisions first reported a position in Ameriprise Financial in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Ameriprise Financial position peaked at $29K in Q3 2021.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.