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Brainard Capital Management’s Ameriprise Financial AMP Stock Holding History

Brainard 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
-708
Closed -$220K – 102
2022
Q4 		$220K Buy
+708
New +$216K 0.19% 85

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 $3.37T AUM 44.26% 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

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

Brainard Capital Management sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 708 shares — an estimated $220K sold.

Brainard Capital Management first reported a position in AMP in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 1,038 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Brainard Capital Management reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Brainard Capital Management sold 708 Ameriprise Financial shares in Q1 2023, an estimated $220K.
  • Brainard Capital Management first reported a position in Ameriprise Financial in Q4 2022 and held it in 1 quarter.
  • Brainard Capital Management's Ameriprise Financial position peaked at $220K in Q4 2022.
  • 1,038 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.