BCM
AMP icon

Bourgeon Capital Management’s Ameriprise Financial AMP Stock Holding History

Bourgeon Capital 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
2023
Q1 		– Sell
-10
Closed -$3.11K – 327
2022
Q4 		$3.11K Hold
10
– – ﹤0.01% 294
2022
Q3 		$3K Buy
+10
New +$2.63K ﹤0.01% 285
2020
Q4 		– Sell
-8
Closed -$1K – 266
2020
Q3 		$1K Buy
+8
New +$1.23K ﹤0.01% 270

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bourgeon Capital Management's AMP Position: Q1 2023 in Review

Bourgeon Capital Management sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 10 shares — an estimated $3.11K sold.

Bourgeon Capital Management first reported a position in AMP in Q3 2020 and held it in 3 quarters. The position peaked at $3.11K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Bourgeon Capital Management reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Bourgeon Capital Management sold 10 Ameriprise Financial shares in Q1 2023, an estimated $3.11K.
  • Bourgeon Capital Management first reported a position in Ameriprise Financial in Q3 2020 and held it in 3 quarters.
  • Bourgeon Capital Management's Ameriprise Financial position peaked at $3.11K in Q4 2022.
  • 1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Bourgeon Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.