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Coppell Advisory Solutions Corp’s Ameriprise Financial AMP Stock Holding History

Coppell Advisory Solutions 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
2023
Q1 		– Sell
-10
Closed -$3.11K – 238
2022
Q4 		$3.11K Buy
+10
New +$3.05K ﹤0.01% 799

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State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Coppell Advisory Solutions Corp's AMP Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 10 shares — an estimated $3.11K sold.

Coppell Advisory Solutions Corp first reported a position in AMP in Q4 2022 and held it in 1 quarter. The position peaked at $3.11K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 10 Ameriprise Financial shares in Q1 2023, an estimated $3.11K.
  • Coppell Advisory Solutions Corp first reported a position in Ameriprise Financial in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Ameriprise Financial position peaked at $3.11K in Q4 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.