Brown Shipley & Co’s Ameriprise Financial AMP Stock Holding History

Brown Shipley & Co’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 Q2	–	Sell	-100	Closed	-$30.6K	–	124
2023 Q1	$30.6K	Buy	+100	New	+$32.8K	0.02%	91

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Brown Shipley & Co's AMP Position: Q2 2023 in Review

Brown Shipley & Co sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 100 shares — an estimated $30.6K sold.

Brown Shipley & Co first reported a position in AMP in Q1 2023 and held it in 1 quarter. The position peaked at $30.6K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

Brown Shipley & Co reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
Brown Shipley & Co sold 100 Ameriprise Financial shares in Q2 2023, an estimated $30.6K.
Brown Shipley & Co first reported a position in Ameriprise Financial in Q1 2023 and held it in 1 quarter.
Brown Shipley & Co's Ameriprise Financial position peaked at $30.6K in Q1 2023.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Brown Shipley & Co's 13F filing for Q2 2023, filed 14 Aug 2023.