Braun-Bostich & Associates’s Ameriprise Financial AMP Stock Holding History

Braun-Bostich & Associates’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	-225	Closed	-$35K	–	71
2020 Q3	$35K	Hold	225	–	–	0.03%	169
2020 Q2	$34K	Hold	225	–	–	0.03%	143
2020 Q1	$21K	Hold	225	–	–	0.03%	156
2019 Q4	$38K	Buy	+225	New	+$34.9K	0.04%	152
2019 Q3	–	Sell	-225	Closed	-$33K	–	95
2019 Q2	$33K	Hold	225	–	–	0.03%	204
2019 Q1	$29K	Hold	225	–	–	0.03%	222
2018 Q4	$23K	Hold	225	–	–	0.02%	217
2018 Q3	$33K	Hold	225	–	–	0.03%	194
2018 Q2	$31K	Hold	225	–	–	0.03%	193
2018 Q1	$33K	Hold	225	–	–	0.03%	191
2017 Q4	$38K	Buy	+225	New	+$36.1K	0.03%	193

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Braun-Bostich & Associates's AMP Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 225 shares — an estimated $35K sold.

Braun-Bostich & Associates first reported a position in AMP in Q4 2017 and held it in 11 quarters. The position peaked at $38K in Q4 2019. 852 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

Braun-Bostich & Associates reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 225 Ameriprise Financial shares in Q4 2020, an estimated $35K.
Braun-Bostich & Associates first reported a position in Ameriprise Financial in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's Ameriprise Financial position peaked at $38K in Q4 2019.
852 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.