Financial Engines Advisors
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Financial Engines Advisors’s Ameriprise Financial AMP Stock Holding History

Financial Engines 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
2022
Q4 		– Sell
-922
Closed -$232K – 290
2022
Q3 		$232K Buy
+922
New +$243K ﹤0.01% 264
2018
Q1 		– Sell
-13
Closed -$2K – 135
2017
Q4 		$2K Buy
+13
New +$2.08K ﹤0.01% 138

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 $3.38T AUM 44.17% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Engines Advisors's AMP Position: Q4 2022 in Review

Financial Engines Advisors sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 922 shares — an estimated $232K sold.

Financial Engines Advisors first reported a position in AMP in Q4 2017 and held it in 2 quarters. The position peaked at $232K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • Financial Engines Advisors reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 922 Ameriprise Financial shares in Q4 2022, an estimated $232K.
  • Financial Engines Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 2 quarters.
  • Financial Engines Advisors's Ameriprise Financial position peaked at $232K in Q3 2022.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Financial Engines Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.