Brown Advisory Securities’s Ameriprise Financial AMP Stock Holding History

Brown Advisory Securities’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
2022 Q3	–	Sell	-1,294	Closed	-$308K	–	58
2022 Q2	$308K	Sell	1,294 -404	-24%	-$108K	0.29%	91
2022 Q1	$510K	Sell	1,698 -129	-7%	-$39K	0.3%	82
2021 Q4	$551K	Sell	1,827 -1,835	-50%	-$543K	0.23%	95
2021 Q3	$966K	Buy	+3,662	New	+$958K	0.29%	77
2018 Q4	–	Sell	-1,738	Closed	-$257K	–	390
2018 Q3	$257K	Buy	1,738 +48	+3%	+$6.87K	0.04%	324
2018 Q2	$237K	Buy	1,690 +242	+17%	+$34.3K	0.04%	327
2018 Q1	$214K	Hold	1,448	–	–	0.04%	330
2017 Q4	$244K	Sell	1,448 -124	-8%	-$19.9K	0.05%	320
2017 Q3	$235K	Buy	+1,572	New	+$219K	0.05%	308
2017 Q2	–	Sell	-1,542	Closed	-$201K	–	371
2017 Q1	$201K	Buy	+1,542	New	+$191K	0.05%	302

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Brown Advisory Securities's AMP Position: Q3 2022 in Review

Brown Advisory Securities sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 1,294 shares — an estimated $308K sold.

Brown Advisory Securities first reported a position in AMP in Q1 2017 and held it in 10 quarters. The position peaked at $966K in Q3 2021. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Brown Advisory Securities reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
Brown Advisory Securities sold 1,294 Ameriprise Financial shares in Q3 2022, an estimated $308K.
Brown Advisory Securities first reported a position in Ameriprise Financial in Q1 2017 and held it in 10 quarters.
Brown Advisory Securities's Ameriprise Financial position peaked at $966K in Q3 2021.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Brown Advisory Securities's 13F filing for Q3 2022, filed 14 Nov 2022.