COWA LLC’s Ameriprise Financial AMP Stock Holding History

COWA LLC’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 Q4	–	Sell	-71	Closed	-$18K	–	130
2022 Q3	$18K	Buy	+71	New	+$18.7K	0.01%	250
2021 Q2	–	Sell	-71	Closed	-$17K	–	135
2021 Q1	$17K	Hold	71	–	–	0.01%	282
2020 Q4	$14K	Buy	+71	New	+$12.7K	0.01%	305

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COWA LLC's AMP Position: Q4 2022 in Review

COWA LLC sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 71 shares — an estimated $18K sold.

COWA LLC first reported a position in AMP in Q4 2020 and held it in 3 quarters. The position peaked at $18K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

COWA LLC reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
COWA LLC sold 71 Ameriprise Financial shares in Q4 2022, an estimated $18K.
COWA LLC first reported a position in Ameriprise Financial in Q4 2020 and held it in 3 quarters.
COWA LLC's Ameriprise Financial position peaked at $18K in Q3 2022.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.