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

Capital Investment 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
2020
Q3 		– Sell
-1,352
Closed -$203K – 631
2020
Q2 		$203K Buy
+1,352
New +$173K 0.04% 310
2019
Q4 		– Sell
-1,180
Closed -$174K – 578
2019
Q3 		$174K Sell
1,180
-405
-26% -$56.8K 0.05% 294
2019
Q2 		$234K Buy
+1,585
New +$229K 0.07% 249

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Investment Advisory Services's AMP Position: Q3 2020 in Review

Capital Investment Advisory Services sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 1,352 shares — an estimated $203K sold.

Capital Investment Advisory Services first reported a position in AMP in Q2 2019 and held it in 3 quarters. The position peaked at $234K in Q2 2019. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Capital Investment Advisory Services reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,352 Ameriprise Financial shares in Q3 2020, an estimated $203K.
  • Capital Investment Advisory Services first reported a position in Ameriprise Financial in Q2 2019 and held it in 3 quarters.
  • Capital Investment Advisory Services's Ameriprise Financial position peaked at $234K in Q2 2019.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Capital Investment Advisory Services's 13F filing for Q3 2020, filed 19 Oct 2020.