Domani Wealth’s Ameriprise Financial AMP Stock Holding History

Domani Wealth’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
2023 Q1	$552K	Hold	1,800	–	–	0.13%	68
2022 Q4	$560K	Hold	1,800	–	–	0.14%	66
2022 Q3	$454K	Hold	1,800	–	–	0.13%	68
2022 Q2	$428K	Hold	1,800	–	–	0.12%	73
2022 Q1	$541K	Hold	1,800	–	–	0.12%	76
2021 Q4	$543K	Hold	1,800	–	–	0.11%	74
2021 Q3	$475K	Hold	1,800	–	–	0.1%	72
2021 Q2	$448K	Sell	1,800 -600	-25%	-$151K	0.09%	79
2021 Q1	$558K	Hold	2,400	–	–	0.11%	67
2020 Q4	$466K	Hold	2,400	–	–	0.09%	73
2020 Q3	$370K	Hold	2,400	–	–	0.08%	85
2020 Q2	$360K	Hold	2,400	–	–	0.08%	86
2020 Q1	$246K	Hold	2,400	–	–	0.07%	110
2019 Q4	$400K	Hold	2,400	–	–	0.13%	73
2019 Q3	$353K	Hold	2,400	–	–	0.13%	75
2019 Q2	$348K	Hold	2,400	–	–	0.13%	75
2019 Q1	$307K	Hold	2,400	–	–	0.12%	82
2018 Q4	$250K	Sell	2,400 -300	-11%	-$37.7K	0.12%	84
2018 Q3	$399K	Hold	2,700	–	–	0.17%	64
2018 Q2	$378K	Hold	2,700	–	–	0.17%	68
2018 Q1	$399K	Hold	2,700	–	–	0.17%	63
2017 Q4	$458K	Hold	2,700	–	–	0.2%	61
2017 Q3	$401K	Hold	2,700	–	–	0.17%	64
2017 Q2	$344K	Hold	2,700	–	–	0.14%	69
2017 Q1	$350K	Hold	2,700	–	–	0.14%	70
2016 Q4	$300K	Hold	2,700	–	–	0.12%	76
2016 Q3	$269K	Buy	+2,700	New	+$262K	0.1%	96
2016 Q1	–	Sell	-2,100	Closed	-$223K	–	116
2015 Q4	$223K	Hold	2,100	–	–	0.09%	109
2015 Q3	$229K	Hold	2,100	–	–	0.12%	88
2015 Q2	$262K	Buy	2,100 +1,825	+664%	+$233K	0.14%	76
2015 Q1	$2.1K	Buy	+275	New	+$36.2K	0.03%	94

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Domani Wealth's AMP Position: Q1 2023 in Review

Domani Wealth held its Ameriprise Financial (AMP) position steady in Q1 2023 at 1,800 shares worth $552K. The position accounts for 0.13% of the portfolio, ranked #68.

Domani Wealth first reported a position in AMP in Q1 2015 and has held it in 31 quarters since. The position peaked at $560K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

Domani Wealth held 1,800 shares of Ameriprise Financial worth $552K as of Q1 2023.
Domani Wealth left its Ameriprise Financial share count unchanged in Q1 2023.
Ameriprise Financial made up 0.13% of Domani Wealth's portfolio in Q1 2023, its #68 holding.
Domani Wealth first reported a position in Ameriprise Financial in Q1 2015 and has held it in 31 quarters since.
Domani Wealth's Ameriprise Financial position peaked at $560K in Q4 2022.
1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.