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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

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return