Curi Wealth Management’s Ameriprise Financial AMP Stock Holding History

Curi 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 Q3	–	Sell	-4	Closed	-$1K	–	205
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	543
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	469
2021 Q4	$1K	Buy	+4	New	+$1.18K	﹤0.01%	431
2021 Q1	–	Sell	-5	Closed	–	–	112
2020 Q4	$0	Buy	+5	New	+$895	﹤0.01%	390

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 $3.38T AUM 44.17% 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

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

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

Curi Wealth Management's AMP Position: Q3 2022 in Review

Curi Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in AMP in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Curi Wealth Management reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Ameriprise Financial shares in Q3 2022, an estimated $1K.
Curi Wealth Management first reported a position in Ameriprise Financial in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Ameriprise Financial position peaked at $1K in Q2 2022.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.