CSat Investment Advisory’s Ameriprise Financial AMP Stock Holding History

CSat Investment 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
2021 Q1	$33K	Buy	140 +6	+4%	+$1.3K	0.03%	289
2020 Q4	$26K	Sell	134 -366	-73%	-$65.5K	0.02%	289
2020 Q3	$77K	Buy	500 +35	+8%	+$5.39K	0.01%	559
2020 Q2	$70K	Sell	465 -43	-8%	-$5.51K	0.01%	594
2020 Q1	$52K	Buy	508 +38	+8%	+$5.63K	0.01%	517
2019 Q4	$79K	Buy	470 +25	+6%	+$3.87K	0.02%	427
2019 Q3	$66K	Buy	445 +79	+22%	+$11.1K	0.02%	406
2019 Q2	$53K	Buy	366 +228	+165%	+$33K	0.02%	470
2019 Q1	$18K	Sell	138 -12	-8%	-$1.49K	0.01%	333
2018 Q4	$16K	Buy	150 +78	+108%	+$9.79K	0.01%	326
2018 Q3	$11K	Buy	72 +13	+22%	+$1.86K	0.01%	345
2018 Q2	$8K	Buy	+59	New	+$8.36K	﹤0.01%	384

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

CSat Investment Advisory's AMP Position: Q1 2021 in Review

CSat Investment Advisory increased its Ameriprise Financial (AMP) stake by 4.5% in Q1 2021, buying an estimated $1.3K and bringing the position to 140 shares worth $33K. The position accounts for 0.03% of the portfolio, ranked #289.

CSat Investment Advisory first reported a position in AMP in Q2 2018 and has held it in 12 quarters since. The position peaked at $79K in Q4 2019. 883 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

CSat Investment Advisory held 140 shares of Ameriprise Financial worth $33K as of Q1 2021.
CSat Investment Advisory bought 6 Ameriprise Financial shares in Q1 2021, an estimated $1.3K.
Ameriprise Financial made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #289 holding.
CSat Investment Advisory first reported a position in Ameriprise Financial in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Ameriprise Financial position peaked at $79K in Q4 2019.
883 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.