Capital Asset Advisory Services’s Ameriprise Financial AMP Stock Holding History

Capital Asset Advisory Services’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 Q1	–	Sell	-59	Closed	-$11K	–	703
2020 Q4	$11K	Buy	+59	New	+$10.6K	﹤0.01%	1054
2020 Q1	–	Sell	-1,895	Closed	-$337K	–	510
2019 Q4	$337K	Buy	+1,895	New	+$294K	0.08%	246

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Asset Advisory Services's AMP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 59 shares — an estimated $11K sold.

Capital Asset Advisory Services first reported a position in AMP in Q4 2019 and held it in 2 quarters. The position peaked at $337K in Q4 2019. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

Capital Asset Advisory Services reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 59 Ameriprise Financial shares in Q1 2021, an estimated $11K.
Capital Asset Advisory Services first reported a position in Ameriprise Financial in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's Ameriprise Financial position peaked at $337K in Q4 2019.
882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.