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Cumberland Partners’s Ameriprise Financial AMP Stock Holding History

Cumberland Partners’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 		– Sell
-193
Closed -$58K – 161
2022
Q1 		$58K Buy
+193
New +$58.4K ﹤0.01% 174
2018
Q4 		– Sell
-2,122
Closed -$313K – 166
2018
Q3 		$313K Buy
+2,122
New +$304K 0.03% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cumberland Partners's AMP Position: Q2 2022 in Review

Cumberland Partners sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 193 shares — an estimated $58K sold.

Cumberland Partners first reported a position in AMP in Q3 2018 and held it in 2 quarters. The position peaked at $313K in Q3 2018. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Cumberland Partners reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Cumberland Partners sold 193 Ameriprise Financial shares in Q2 2022, an estimated $58K.
  • Cumberland Partners first reported a position in Ameriprise Financial in Q3 2018 and held it in 2 quarters.
  • Cumberland Partners's Ameriprise Financial position peaked at $313K in Q3 2018.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Cumberland Partners's 13F filing for Q2 2022, filed 10 Aug 2022.