Focused Wealth Management’s Ameriprise Financial AMP Stock Holding History

Focused 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
2022 Q2	–	Sell	-260	Closed	-$78K	–	919
2022 Q1	$78K	Sell	260 -415	-61%	-$126K	0.01%	253
2021 Q4	$204K	Hold	675	–	–	0.03%	170
2021 Q3	$178K	Hold	675	–	–	0.03%	181
2021 Q2	$168K	Sell	675 -25	-4%	-$6.3K	0.03%	196
2021 Q1	$163K	Hold	700	–	–	0.03%	194
2020 Q4	$136K	Sell	700 -325	-32%	-$58.2K	0.03%	207
2020 Q3	$158K	Sell	1,025 -25	-2%	-$3.85K	0.03%	164
2020 Q2	$158K	Hold	1,050	–	–	0.04%	157
2020 Q1	$108K	Buy	1,050 +400	+62%	+$59.3K	0.03%	187
2019 Q4	$108K	Hold	650	–	–	0.03%	243
2019 Q3	$96K	Hold	650	–	–	0.03%	239
2019 Q2	$94K	Hold	650	–	–	0.03%	249
2019 Q1	$83K	Sell	650 -650	-50%	-$80.7K	0.03%	240
2018 Q4	$136K	Hold	1,300	–	–	0.05%	180
2018 Q3	$192K	Hold	1,300	–	–	0.07%	149
2018 Q2	$182K	Hold	1,300	–	–	0.06%	166
2018 Q1	$192K	Hold	1,300	–	–	0.06%	163
2017 Q4	$220K	Buy	+1,300	New	+$208K	0.07%	143
2017 Q3	–	Sell	-1,300	Closed	-$165K	–	646
2017 Q2	$165K	Hold	1,300	–	–	0.06%	165
2017 Q1	$169K	Buy	+1,300	New	+$161K	0.07%	157
2015 Q2	–	Sell	-20	Closed	-$3K	–	659
2015 Q1	$3K	Hold	20	–	–	﹤0.01%	570
2014 Q4	$3K	Hold	20	–	–	﹤0.01%	550
2014 Q3	$2K	Hold	20	–	–	﹤0.01%	583
2014 Q2	$2K	Hold	20	–	–	﹤0.01%	584
2014 Q1	$2K	Hold	20	–	–	﹤0.01%	552
2013 Q4	$2K	Hold	20	–	–	﹤0.01%	548
2013 Q3	$2K	Buy	+20	New	+$1.77K	﹤0.01%	513

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Focused Wealth Management's AMP Position: Q2 2022 in Review

Focused Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 260 shares — an estimated $78K sold.

Focused Wealth Management first reported a position in AMP in Q3 2013 and held it in 27 quarters. The position peaked at $220K in Q4 2017. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Focused Wealth Management reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 260 Ameriprise Financial shares in Q2 2022, an estimated $78K.
Focused Wealth Management first reported a position in Ameriprise Financial in Q3 2013 and held it in 27 quarters.
Focused Wealth Management's Ameriprise Financial position peaked at $220K in Q4 2017.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.