Capitolis Advisors’s Ameriprise Financial AMP Stock Holding History

Capitolis Advisors’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 Q4	–	Sell	-346	Closed	-$87K	–	8
2022 Q3	$87K	Hold	346	–	–	0.01%	59
2022 Q2	$82K	Hold	346	–	–	﹤0.01%	117
2022 Q1	$104K	Sell	346 -52,009	-99%	-$15.7M	0.01%	136
2021 Q4	$15.8M	Sell	52,355 -2,266	-4%	-$670K	0.09%	165
2021 Q3	$15.8M	Hold	54,621	–	–	0.14%	126
2021 Q2	$13.6M	Sell	54,621 -9,001	-14%	-$2.27M	0.16%	138
2021 Q1	$14.8M	Buy	63,622 +17,673	+38%	+$3.82M	0.26%	93
2020 Q4	$8.93M	Buy	+45,949	New	+$8.22M	0.15%	153

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Capitolis Advisors's AMP Position: Q4 2022 in Review

Capitolis Advisors sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 346 shares — an estimated $87K sold.

Capitolis Advisors first reported a position in AMP in Q4 2020 and held it in 8 quarters. The position peaked at $15.8M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Capitolis Advisors reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
Capitolis Advisors sold 346 Ameriprise Financial shares in Q4 2022, an estimated $87K.
Capitolis Advisors first reported a position in Ameriprise Financial in Q4 2020 and held it in 8 quarters.
Capitolis Advisors's Ameriprise Financial position peaked at $15.8M in Q4 2021.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.