Compagnie Lombard Odier SCmA’s Ameriprise Financial AMP Stock Holding History

Compagnie Lombard Odier SCmA’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
2023 Q1	–	Sell	-319	Closed	-$99K	–	615
2022 Q4	$99K	Buy	+319	New	+$97.3K	﹤0.01%	393
2018 Q4	–	Sell	-30	Closed	-$4K	–	548
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	537
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	574
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	583
2017 Q4	$5K	Hold	30	–	–	﹤0.01%	599
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	665
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	682
2017 Q1	$4K	Hold	30	–	–	﹤0.01%	694
2016 Q4	$3K	Hold	30	–	–	﹤0.01%	785
2016 Q3	$3K	Hold	30	–	–	﹤0.01%	880
2016 Q2	$3K	Hold	30	–	–	﹤0.01%	872
2016 Q1	$3K	Sell	30 -500	-94%	-$44.8K	﹤0.01%	938
2015 Q4	$56K	Hold	530	–	–	﹤0.01%	677
2015 Q3	$58K	Hold	530	–	–	﹤0.01%	592
2015 Q2	$66K	Hold	530	–	–	﹤0.01%	611
2015 Q1	$69K	Sell	530 -30	-5%	-$3.95K	﹤0.01%	731
2014 Q4	$74K	Sell	560 -1,443	-72%	-$183K	﹤0.01%	589
2014 Q3	$247K	Hold	2,003	–	–	0.01%	454
2014 Q2	$240K	Buy	2,003 +500	+33%	+$55.9K	0.01%	490
2014 Q1	$166K	Hold	1,503	–	–	0.01%	564
2013 Q4	$173K	Buy	+1,503	New	+$155K	0.01%	557

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Compagnie Lombard Odier SCmA's AMP Position: Q1 2023 in Review

Compagnie Lombard Odier SCmA sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 319 shares — an estimated $99K sold.

Compagnie Lombard Odier SCmA first reported a position in AMP in Q4 2013 and held it in 21 quarters. The position peaked at $247K in Q3 2014. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

Compagnie Lombard Odier SCmA reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 319 Ameriprise Financial shares in Q1 2023, an estimated $99K.
Compagnie Lombard Odier SCmA first reported a position in Ameriprise Financial in Q4 2013 and held it in 21 quarters.
Compagnie Lombard Odier SCmA's Ameriprise Financial position peaked at $247K in Q3 2014.
1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2023, filed 1 May 2023.