Certified Advisory Corp’s Ameriprise Financial AMP Stock Holding History

Certified Advisory Corp’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 Q2	$11K	Sell	76 -17	-18%	-$2.18K	﹤0.01%	533
2020 Q1	$10K	Hold	93	–	–	﹤0.01%	523
2019 Q4	$16K	Hold	93	–	–	0.01%	510
2019 Q3	$14K	Hold	93	–	–	﹤0.01%	532
2019 Q2	$13K	Hold	93	–	–	﹤0.01%	541
2019 Q1	$12K	Hold	93	–	–	0.01%	523
2018 Q4	$10K	Hold	93	–	–	0.01%	531
2018 Q3	$14K	Buy	93 +1	+1%	+$143	0.01%	516
2018 Q2	$13K	Hold	92	–	–	0.01%	498
2018 Q1	$13K	Hold	92	–	–	0.01%	471
2017 Q4	$14K	Buy	+92	New	+$14.7K	0.01%	424

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Certified Advisory Corp's AMP Position: Q2 2020 in Review

Certified Advisory Corp reduced its Ameriprise Financial (AMP) stake by 18% in Q2 2020, selling an estimated $2.18K and leaving 76 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Certified Advisory Corp first reported a position in AMP in Q4 2017 and has held it in 11 quarters since. The position peaked at $16K in Q4 2019. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

Certified Advisory Corp held 76 shares of Ameriprise Financial worth $11K as of Q2 2020.
Certified Advisory Corp sold 17 Ameriprise Financial shares in Q2 2020, an estimated $2.18K.
Ameriprise Financial made up ﹤0.01% of Certified Advisory Corp's portfolio in Q2 2020, its #533 holding.
Certified Advisory Corp first reported a position in Ameriprise Financial in Q4 2017 and has held it in 11 quarters since.
Certified Advisory Corp's Ameriprise Financial position peaked at $16K in Q4 2019.
756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.