Cornerstone Advisory’s Ameriprise Financial AMP Stock Holding History

Cornerstone Advisory’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	-430	Closed	-$130K	–	240
2021 Q4	$130K	Buy	+430	New	+$127K	0.02%	300

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cornerstone Advisory's AMP Position: Q1 2022 in Review

Cornerstone Advisory sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 430 shares — an estimated $130K sold.

Cornerstone Advisory first reported a position in AMP in Q4 2021 and held it in 1 quarter. The position peaked at $130K in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

Cornerstone Advisory reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 430 Ameriprise Financial shares in Q1 2022, an estimated $130K.
Cornerstone Advisory first reported a position in Ameriprise Financial in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Ameriprise Financial position peaked at $130K in Q4 2021.
994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.