EWM
AMP icon

Executive Wealth Management’s Ameriprise Financial AMP Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-146
Closed -$21K – 163
2019
Q2 		$21K Buy
146
+1
+0.7% +$145 ﹤0.01% 462
2019
Q1 		$19K Sell
145
-218
-60% -$27.1K ﹤0.01% 428
2018
Q4 		$38K Buy
+363
New +$45.6K 0.01% 318

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Executive Wealth Management's AMP Position: Q3 2019 in Review

Executive Wealth Management sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 146 shares — an estimated $21K sold.

Executive Wealth Management first reported a position in AMP in Q4 2018 and held it in 3 quarters. The position peaked at $38K in Q4 2018. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

  • Executive Wealth Management reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 146 Ameriprise Financial shares in Q3 2019, an estimated $21K.
  • Executive Wealth Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Ameriprise Financial position peaked at $38K in Q4 2018.
  • 754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.