Carroll Financial Associates’s Ameriprise Financial AMP Stock Holding History

Carroll Financial Associates’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 Q4	$735K	Buy	2,393 +11	+0.5%	+$3.25K	0.04%	211
2021 Q3	$629K	Buy	2,382 +11	+0.5%	+$2.88K	0.04%	232
2021 Q2	$590K	Buy	2,371 +8	+0.3%	+$2.02K	0.03%	235
2021 Q1	$549K	Hold	2,363	–	–	0.03%	239
2020 Q4	$459K	Sell	2,363 -1	-0%	-$179	0.03%	251
2020 Q3	$364K	Hold	2,364	–	–	0.03%	259
2020 Q2	$354K	Hold	2,364	–	–	0.03%	262
2020 Q1	$242K	Hold	2,364	–	–	0.02%	273
2019 Q4	$393K	Hold	2,364	–	–	0.03%	250
2019 Q3	$347K	Sell	2,364 -8	-0.3%	-$1.12K	0.03%	270
2019 Q2	$344K	Hold	2,372	–	–	0.03%	261
2019 Q1	$303K	Buy	2,372 +1	+0%	+$124	0.03%	256
2018 Q4	$263K	Hold	2,371	–	–	0.03%	234
2018 Q3	$350K	Buy	2,371 +8	+0.3%	+$1.15K	0.04%	213
2018 Q2	$330K	Hold	2,363	–	–	0.04%	219
2018 Q1	$349K	Hold	2,363	–	–	0.04%	209
2017 Q4	$400K	Hold	2,363	–	–	0.04%	190
2017 Q3	$355K	Sell	2,363 -12	-0.5%	-$1.68K	0.04%	199
2017 Q2	$302K	Hold	2,375	–	–	0.04%	222
2017 Q1	$307K	Buy	2,375 +2,348	+8,696%	+$291K	0.04%	211
2016 Q4	$2K	Sell	27 -33	-55%	-$3.48K	﹤0.01%	1039
2016 Q3	$5K	Buy	+60	New	+$5.81K	﹤0.01%	934

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Carroll Financial Associates's AMP Position: Q4 2021 in Review

Carroll Financial Associates increased its Ameriprise Financial (AMP) stake by 0.46% in Q4 2021, buying an estimated $3.25K and bringing the position to 2,393 shares worth $735K. The position accounts for 0.04% of the portfolio, ranked #211.

Carroll Financial Associates first reported a position in AMP in Q3 2016 and has held it in 22 quarters since. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Carroll Financial Associates held 2,393 shares of Ameriprise Financial worth $735K as of Q4 2021.
Carroll Financial Associates bought 11 Ameriprise Financial shares in Q4 2021, an estimated $3.25K.
Ameriprise Financial made up 0.04% of Carroll Financial Associates's portfolio in Q4 2021, its #211 holding.
Carroll Financial Associates first reported a position in Ameriprise Financial in Q3 2016 and has held it in 22 quarters since.
985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.