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Ellis Investment Partners’s Ameriprise Financial AMP Stock Holding History

Ellis Investment Partners’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
2020
Q4 		– Sell
-67
Closed -$10K – 748
2020
Q3 		$10K Buy
+67
New +$10.3K ﹤0.01% 551

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ellis Investment Partners's AMP Position: Q4 2020 in Review

Ellis Investment Partners sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 67 shares — an estimated $10K sold.

Ellis Investment Partners first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Ellis Investment Partners reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Ellis Investment Partners sold 67 Ameriprise Financial shares in Q4 2020, an estimated $10K.
  • Ellis Investment Partners first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
  • Ellis Investment Partners's Ameriprise Financial position peaked at $10K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Ellis Investment Partners's 13F filing for Q4 2020, filed 20 Jan 2021.