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Buckley Wealth Management’s Ameriprise Financial AMP Stock Holding History

Buckley Wealth 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
2022
Q2 		– Sell
-743
Closed -$223K – 141
2022
Q1 		$223K Buy
+743
New +$225K 0.06% 145

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Buckley Wealth Management's AMP Position: Q2 2022 in Review

Buckley Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 743 shares — an estimated $223K sold.

Buckley Wealth Management first reported a position in AMP in Q1 2022 and held it in 1 quarter. The position peaked at $223K in Q1 2022. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Buckley Wealth Management reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Buckley Wealth Management sold 743 Ameriprise Financial shares in Q2 2022, an estimated $223K.
  • Buckley Wealth Management first reported a position in Ameriprise Financial in Q1 2022 and held it in 1 quarter.
  • Buckley Wealth Management's Ameriprise Financial position peaked at $223K in Q1 2022.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Buckley Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.