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BSW Wealth Partners’s Ameriprise Financial AMP Stock Holding History

BSW Wealth Partners’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
2021
Q3 		– Sell
-838
Closed -$208K – 248
2021
Q2 		$208K Sell
838
-85
-9% -$21.4K 0.06% 228
2021
Q1 		$215K Buy
+923
New +$200K 0.06% 199

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

BSW Wealth Partners's AMP Position: Q3 2021 in Review

BSW Wealth Partners sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 838 shares — an estimated $208K sold.

BSW Wealth Partners first reported a position in AMP in Q1 2021 and held it in 2 quarters. The position peaked at $215K in Q1 2021. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • BSW Wealth Partners reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
  • BSW Wealth Partners sold 838 Ameriprise Financial shares in Q3 2021, an estimated $208K.
  • BSW Wealth Partners first reported a position in Ameriprise Financial in Q1 2021 and held it in 2 quarters.
  • BSW Wealth Partners's Ameriprise Financial position peaked at $215K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.