Cordasco Financial Network’s Ameriprise Financial AMP Stock Holding History

Cordasco Financial Network’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 Q2	$119K	Hold	500	–	–	0.09%	116
2022 Q1	$150K	Hold	500	–	–	0.1%	109
2021 Q4	$151K	Sell	500 -800	-62%	-$237K	0.09%	111
2021 Q3	$343K	Hold	1,300	–	–	0.23%	56
2021 Q2	$324K	Sell	1,300 -500	-28%	-$126K	0.23%	58
2021 Q1	$418K	Hold	1,800	–	–	0.3%	43
2020 Q4	$350K	Hold	1,800	–	–	0.28%	48
2020 Q3	$277K	Hold	1,800	–	–	0.24%	59
2020 Q2	$270K	Hold	1,800	–	–	0.25%	57
2020 Q1	$184K	Hold	1,800	–	–	0.2%	64
2019 Q4	$300K	Hold	1,800	–	–	0.27%	47
2019 Q3	$265K	Hold	1,800	–	–	0.25%	48
2019 Q2	$261K	Hold	1,800	–	–	0.25%	50
2019 Q1	$231K	Hold	1,800	–	–	0.23%	50
2018 Q4	$188K	Hold	1,800	–	–	0.21%	59
2018 Q3	$266K	Hold	1,800	–	–	0.25%	55
2018 Q2	$252K	Hold	1,800	–	–	0.25%	57
2018 Q1	$266K	Hold	1,800	–	–	0.29%	50
2017 Q4	$305K	Hold	1,800	–	–	0.32%	47
2017 Q3	$267K	Hold	1,800	–	–	0.29%	47
2017 Q2	$229K	Hold	1,800	–	–	0.26%	52
2017 Q1	$233K	Hold	1,800	–	–	0.27%	48
2016 Q4	$200K	Buy	+1,800	New	+$190K	0.23%	58
2015 Q3	–	Sell	-720	Closed	-$90K	–	283
2015 Q2	$90K	Hold	720	–	–	0.07%	107
2015 Q1	$94K	Buy	720 +470	+188%	+$61.9K	0.07%	121
2014 Q4	$33K	Hold	250	–	–	0.03%	177
2014 Q3	$31K	Buy	+250	New	+$30.7K	0.02%	190

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cordasco Financial Network's AMP Position: Q2 2022 in Review

Cordasco Financial Network held its Ameriprise Financial (AMP) position steady in Q2 2022 at 500 shares worth $119K. The position accounts for 0.09% of the portfolio, ranked #116.

Cordasco Financial Network first reported a position in AMP in Q3 2014 and has held it in 27 quarters since. The position peaked at $418K in Q1 2021. 955 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Cordasco Financial Network held 500 shares of Ameriprise Financial worth $119K as of Q2 2022.
Cordasco Financial Network left its Ameriprise Financial share count unchanged in Q2 2022.
Ameriprise Financial made up 0.09% of Cordasco Financial Network's portfolio in Q2 2022, its #116 holding.
Cordasco Financial Network first reported a position in Ameriprise Financial in Q3 2014 and has held it in 27 quarters since.
Cordasco Financial Network's Ameriprise Financial position peaked at $418K in Q1 2021.
955 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.