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Engrave Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Engrave Wealth 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
Q3 		– Sell
-18
Closed -$2K – 69
2020
Q2 		$2K Hold
18
– – ﹤0.01% 380
2020
Q1 		$1K Hold
18
– – ﹤0.01% 376
2019
Q4 		$3K Buy
+18
New +$2.79K ﹤0.01% 381

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State Street
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Engrave Wealth Partners's AMP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 18 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in AMP in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 18 Ameriprise Financial shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Ameriprise Financial in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Ameriprise Financial position peaked at $3K in Q4 2019.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.