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BMS Financial Advisors’s Ameriprise Financial AMP Stock Holding History

BMS Financial 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
2023
Q2 		$558K Sell
1,681
-804
-32% -$247K 0.36% 46
2023
Q1 		$762K Sell
2,485
-7
-0.3% -$2.29K 0.53% 34
2022
Q4 		$776K Sell
2,492
-93
-4% -$28.4K 0.51% 31
2022
Q3 		$651K Sell
2,585
-85
-3% -$22.4K 0.46% 38
2022
Q2 		$635K Buy
2,670
+153
+6% +$41K 0.42% 36
2022
Q1 		$756K Buy
2,517
+91
+4% +$27.5K 0.48% 35
2021
Q4 		$732K Buy
+2,426
New +$718K 0.47% 38

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BMS Financial Advisors's AMP Position: Q2 2023 in Review

BMS Financial Advisors reduced its Ameriprise Financial (AMP) stake by 32% in Q2 2023, selling an estimated $247K and leaving 1,681 shares worth $558K. The position accounts for 0.36% of the portfolio, ranked #46.

BMS Financial Advisors first reported a position in AMP in Q4 2021 and has held it in 7 quarters since. The position peaked at $776K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • BMS Financial Advisors held 1,681 shares of Ameriprise Financial worth $558K as of Q2 2023.
  • BMS Financial Advisors sold 804 Ameriprise Financial shares in Q2 2023, an estimated $247K.
  • Ameriprise Financial made up 0.36% of BMS Financial Advisors's portfolio in Q2 2023, its #46 holding.
  • BMS Financial Advisors first reported a position in Ameriprise Financial in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Ameriprise Financial position peaked at $776K in Q4 2022.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.