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DCM Advisors’s Ameriprise Financial AMP Stock Holding History

DCM Advisors’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
-3,122
Closed -$787K – 76
2022
Q3 		$787K Sell
3,122
-66
-2% -$17.4K 0.39% 65
2022
Q2 		$760K Sell
3,188
-677
-18% -$181K 0.33% 82
2022
Q1 		$1.16M Sell
3,865
-277
-7% -$83.8K 0.41% 63
2021
Q4 		$1.25M Buy
4,142
+68
+2% +$20.1K 0.37% 64
2021
Q3 		$1.08M Buy
4,074
+639
+19% +$167K 0.41% 70
2021
Q2 		$855K Buy
3,435
+335
+11% +$84.4K 0.49% 72
2021
Q1 		$721K Sell
3,100
-2,900
-48% -$627K 0.42% 83
2020
Q4 		$1.17M Buy
+6,000
New +$1.07M 0.68% 44

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DCM Advisors's AMP Position: Q4 2022 in Review

DCM Advisors sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 3,122 shares — an estimated $787K sold.

DCM Advisors first reported a position in AMP in Q4 2020 and held it in 8 quarters. The position peaked at $1.25M in Q4 2021. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • DCM Advisors reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 3,122 Ameriprise Financial shares in Q4 2022, an estimated $787K.
  • DCM Advisors first reported a position in Ameriprise Financial in Q4 2020 and held it in 8 quarters.
  • DCM Advisors's Ameriprise Financial position peaked at $1.25M in Q4 2021.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.