Financial Partners Capital Management’s Ameriprise Financial AMP Stock Holding History

Financial Partners Capital 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
2022 Q4	$1.43M	Hold	4,600	–	–	0.32%	72
2022 Q3	$1.16M	Hold	4,600	–	–	0.27%	76
2022 Q2	$1.09M	Hold	4,600	–	–	0.24%	82
2022 Q1	$1.38M	Hold	4,600	–	–	0.26%	79
2021 Q4	$1.39M	Sell	4,600 -175	-4%	-$51.8K	0.25%	71
2021 Q3	$1.26M	Hold	4,775	–	–	0.23%	71
2021 Q2	$1.19M	Hold	4,775	–	–	0.22%	70
2021 Q1	$1.11M	Hold	4,775	–	–	0.22%	65
2020 Q4	$928K	Sell	4,775 -125	-3%	-$22.4K	0.21%	61
2020 Q3	$755K	Hold	4,900	–	–	0.2%	56
2020 Q2	$735K	Hold	4,900	–	–	0.21%	58
2020 Q1	$502K	Buy	+4,900	New	+$726K	0.16%	61

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Financial Partners Capital Management's AMP Position: Q4 2022 in Review

Financial Partners Capital Management held its Ameriprise Financial (AMP) position steady in Q4 2022 at 4,600 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #72.

Financial Partners Capital Management first reported a position in AMP in Q1 2020 and has held it in 12 quarters since. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Financial Partners Capital Management held 4,600 shares of Ameriprise Financial worth $1.43M as of Q4 2022.
Financial Partners Capital Management left its Ameriprise Financial share count unchanged in Q4 2022.
Ameriprise Financial made up 0.32% of Financial Partners Capital Management's portfolio in Q4 2022, its #72 holding.
Financial Partners Capital Management first reported a position in Ameriprise Financial in Q1 2020 and has held it in 12 quarters since.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.