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Cadence Bank NA’s Ameriprise Financial AMP Stock Holding History

Cadence Bank NA’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
-11,477
Closed -$2.73M – 46
2022
Q2 		$2.73M Sell
11,477
-165
-1% -$44.2K 0.88% 33
2022
Q1 		$3.5M Buy
11,642
+49
+0.4% +$14.8K 0.97% 28
2021
Q4 		$3.5M Sell
11,593
-226
-2% -$66.8K 0.95% 28
2021
Q3 		$3.12M Buy
11,819
+187
+2% +$48.9K 0.93% 34
2021
Q2 		$2.9M Buy
11,632
+160
+1% +$40.3K 0.87% 37
2021
Q1 		$2.67M Buy
11,472
+732
+7% +$158K 0.84% 36
2020
Q4 		$2.09M Sell
10,740
-15
-0.1% -$2.69K 0.74% 38
2020
Q3 		$1.66M Buy
10,755
+106
+1% +$16.3K 0.64% 42
2020
Q2 		$1.6M Buy
10,649
+520
+5% +$66.7K 0.68% 42
2020
Q1 		$1.04M Sell
10,129
-5,018
-33% -$743K 0.53% 50
2019
Q4 		$2.52M Sell
15,147
-703
-4% -$109K 0.93% 29
2019
Q3 		$2.33M Sell
15,850
-38
-0.2% -$5.33K 0.91% 27
2019
Q2 		$2.31M Sell
15,888
-1,771
-10% -$256K 0.9% 28
2019
Q1 		$2.26M Buy
17,659
+1,096
+7% +$136K 0.89% 30
2018
Q4 		$1.73M Buy
16,563
+173
+1% +$21.7K 0.78% 38
2018
Q3 		$2.42M Buy
+16,390
New +$2.35M 0.92% 28
2018
Q2 		– Sell
-17,815
Closed -$2.64M – 167
2018
Q1 		$2.64M Buy
17,815
+846
+5% +$138K 1.05% 24
2017
Q4 		$2.88M Buy
16,969
+643
+4% +$103K 1.05% 21
2017
Q3 		$2.42M Buy
16,326
+207
+1% +$28.9K 0.92% 28
2017
Q2 		$2.05M Sell
16,119
-195
-1% -$24.8K 0.94% 31
2017
Q1 		$2.12M Sell
16,314
-1,685
-9% -$209K 0.98% 27
2016
Q4 		$2M Buy
17,999
+1,086
+6% +$115K 0.93% 29
2016
Q3 		$1.69M Buy
16,913
+3,324
+24% +$322K 0.76% 39
2016
Q2 		$1.22M Buy
13,589
+4,231
+45% +$409K 0.6% 50
2016
Q1 		$880K Buy
9,358
+526
+6% +$47.2K 0.45% 63
2015
Q4 		$940K Buy
8,832
+704
+9% +$78.7K 0.5% 56
2015
Q3 		$887K Buy
+8,128
New +$959K 0.51% 56

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

Cadence Bank NA's AMP Position: Q3 2022 in Review

Cadence Bank NA sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 11,477 shares — an estimated $2.73M sold.

Cadence Bank NA first reported a position in AMP in Q3 2015 and held it in 27 quarters. The position peaked at $3.5M in Q1 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Cadence Bank NA reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
  • Cadence Bank NA sold 11,477 Ameriprise Financial shares in Q3 2022, an estimated $2.73M.
  • Cadence Bank NA first reported a position in Ameriprise Financial in Q3 2015 and held it in 27 quarters.
  • Cadence Bank NA's Ameriprise Financial position peaked at $3.5M in Q1 2022.
  • 941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.