Evolution Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Evolution Wealth Advisors’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
2021 Q4	–	Sell	-15	Closed	-$4K	–	165
2021 Q3	$4K	Hold	15	–	–	﹤0.01%	536
2021 Q2	$4K	Hold	15	–	–	﹤0.01%	536
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	582
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	500
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	524
2020 Q2	$2K	Buy	+15	New	+$1.92K	﹤0.01%	464
2020 Q1	–	Sell	-27	Closed	-$4K	–	323
2019 Q4	$4K	Buy	27 +10	+59%	+$1.55K	﹤0.01%	424
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	341
2019 Q2	$2K	Buy	+17	New	+$2.46K	﹤0.01%	379

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Evolution Wealth Advisors's AMP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 15 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in AMP in Q2 2019 and held it in 9 quarters. The position peaked at $4K in Q3 2021. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Evolution Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 15 Ameriprise Financial shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Ameriprise Financial in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Ameriprise Financial position peaked at $4K in Q3 2021.
985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.