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Ergoteles’s Ameriprise Financial AMP Stock Holding History

Ergoteles’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
Q2 		– Sell
-19,449
Closed -$5.96M – 1026
2023
Q1 		$5.96M Buy
+19,449
New +$6.37M 0.23% 71
2022
Q4 		– Sell
-15,674
Closed -$3.95M – 1421
2022
Q3 		$3.95M Buy
+15,674
New +$4.12M 0.14% 158
2022
Q1 		– Sell
-1,152
Closed -$348K – 1188
2021
Q4 		$348K Sell
1,152
-22,549
-95% -$6.67M 0.01% 795
2021
Q3 		$6.26M Buy
+23,701
New +$6.2M 0.23% 118
2021
Q2 		– Sell
-81,321
Closed -$18.9M – 1471
2021
Q1 		$18.9M Buy
81,321
+37,021
+84% +$8.01M 0.59% 40
2020
Q4 		$8.61M Buy
44,300
+35,900
+427% +$6.43M 0.29% 90
2020
Q3 		$1.29M Buy
+8,400
New +$1.29M 0.17% 111

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Ergoteles's AMP Position: Q2 2023 in Review

Ergoteles sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 19,449 shares — an estimated $5.96M sold.

Ergoteles first reported a position in AMP in Q3 2020 and held it in 7 quarters. The position peaked at $18.9M in Q1 2021. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Ergoteles reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 19,449 Ameriprise Financial shares in Q2 2023, an estimated $5.96M.
  • Ergoteles first reported a position in Ameriprise Financial in Q3 2020 and held it in 7 quarters.
  • Ergoteles's Ameriprise Financial position peaked at $18.9M in Q1 2021.
  • 1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.