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Cornerstone Wealth Management’s Ameriprise Financial AMP Stock Holding History

Cornerstone Wealth Management’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
-681
Closed -$206K – 465
2021
Q4 		$206K Buy
+681
New +$201K 0.02% 479
2019
Q2 		– Sell
-748
Closed -$240K – 369
2019
Q1 		$240K Buy
+748
New +$92.8K 0.03% 444
2018
Q4 		– Sell
-85,558
Closed -$568K – 365
2018
Q3 		$568K Buy
85,558
+12,621
+17% +$1.81M 0.01% 868
2018
Q2 		$518K Buy
+72,937
New +$10.3M 0.01% 1000

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Cornerstone Wealth Management's AMP Position: Q1 2022 in Review

Cornerstone Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 681 shares — an estimated $206K sold.

Cornerstone Wealth Management first reported a position in AMP in Q2 2018 and held it in 4 quarters. The position peaked at $568K in Q3 2018. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Cornerstone Wealth Management reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 681 Ameriprise Financial shares in Q1 2022, an estimated $206K.
  • Cornerstone Wealth Management first reported a position in Ameriprise Financial in Q2 2018 and held it in 4 quarters.
  • Cornerstone Wealth Management's Ameriprise Financial position peaked at $568K in Q3 2018.
  • 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Cornerstone Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.