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Confluence Wealth Services’s Ameriprise Financial AMP Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-130
Closed -$39K – 289
2021
Q4 		$39K Buy
+130
New +$38.5K 0.01% 533

Other funds holding AMP

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Confluence Wealth Services's AMP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 130 shares — an estimated $39K sold.

Confluence Wealth Services first reported a position in AMP in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 130 Ameriprise Financial shares in Q1 2022, an estimated $39K.
  • Confluence Wealth Services first reported a position in Ameriprise Financial in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Ameriprise Financial position peaked at $39K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.