Bollard Group’s Ameriprise Financial AMP Stock Holding History

Bollard Group’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 Q3	–	Sell	-40	Closed	-$13K	–	371
2023 Q2	$13K	Buy	+40	New	+$12.3K	﹤0.01%	274

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Bollard Group's AMP Position: Q3 2023 in Review

Bollard Group sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 40 shares — an estimated $13K sold.

Bollard Group first reported a position in AMP in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Bollard Group reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 40 Ameriprise Financial shares in Q3 2023, an estimated $13K.
Bollard Group first reported a position in Ameriprise Financial in Q2 2023 and held it in 1 quarter.
Bollard Group's Ameriprise Financial position peaked at $13K in Q2 2023.
1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.