BNC Wealth Management’s Ameriprise Financial AMP Stock Holding History

BNC 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
2020 Q4	–	Sell	-61	Closed	-$9K	–	112
2020 Q3	$9K	Buy	+61	New	+$9.39K	0.01%	311

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BNC Wealth Management's AMP Position: Q4 2020 in Review

BNC Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 61 shares — an estimated $9K sold.

BNC Wealth Management first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

BNC Wealth Management reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 61 Ameriprise Financial shares in Q4 2020, an estimated $9K.
BNC Wealth Management first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Ameriprise Financial position peaked at $9K in Q3 2020.
851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.