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EWM
Edge Wealth Management’s
Ameriprise Financial
AMP
Stock Holding History
Edge 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
Q1
–
Sell
-15
Closed
-$5K
–
119
2021
Q4
$5K
Hold
15
–
–
﹤0.01%
329
2021
Q3
$4K
Buy
+15
New
+$3.92K
﹤0.01%
355
2020
Q3
–
Sell
-100
Closed
-$15K
–
449
2020
Q2
$15K
Hold
100
–
–
﹤0.01%
407
2020
Q1
$10K
Hold
100
–
–
﹤0.01%
393
2019
Q4
$17K
Hold
100
–
–
﹤0.01%
351
2019
Q3
$14K
Hold
100
–
–
﹤0.01%
367
2019
Q2
$15K
Hold
100
–
–
﹤0.01%
368
2019
Q1
$13K
Hold
100
–
–
﹤0.01%
370
2018
Q4
$10K
Hold
100
–
–
﹤0.01%
396
2018
Q3
$15K
Hold
100
–
–
﹤0.01%
391
2018
Q2
$14K
Hold
100
–
–
﹤0.01%
382
2018
Q1
$15K
Hold
100
–
–
﹤0.01%
331
2017
Q4
$16K
Hold
100
–
–
﹤0.01%
331
2017
Q3
$15K
Hold
100
–
–
﹤0.01%
327
2017
Q2
$13K
Hold
100
–
–
﹤0.01%
343
2017
Q1
$13K
Hold
100
–
–
﹤0.01%
324
2016
Q4
$11K
Hold
100
–
–
﹤0.01%
326
2016
Q3
$10K
Buy
+100
New
+$9.69K
﹤0.01%
329
2014
Q3
–
Sell
-52
Closed
-$6K
–
414
2014
Q2
$6K
Buy
+52
New
+$5.82K
﹤0.01%
318
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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$95.5B AUM
28.4%
1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
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$46.4B AUM
27.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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