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	–	448
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

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 $3.37T AUM 44.26% 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

Bank of New York Mellon New York $609B AUM 40.19% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Edge Wealth Management's AMP Position: Q1 2022 in Review

Edge Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 15 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in AMP in Q2 2014 and held it in 19 quarters. The position peaked at $17K in Q4 2019. 993 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

Edge Wealth Management reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 15 Ameriprise Financial shares in Q1 2022, an estimated $5K.
Edge Wealth Management first reported a position in Ameriprise Financial in Q2 2014 and held it in 19 quarters.
Edge Wealth Management's Ameriprise Financial position peaked at $17K in Q4 2019.
993 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.