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Fortem Financial Group’s Ameriprise Financial AMP Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-4,914
Closed -$1.17M – 157
2022
Q2 		$1.17M Sell
4,914
-1,716
-26% -$460K 0.76% 37
2022
Q1 		$1.99M Sell
6,630
-2,175
-25% -$658K 0.87% 45
2021
Q4 		$2.66M Sell
8,805
-128
-1% -$37.9K 1.21% 22
2021
Q3 		$2.36M Buy
8,933
+31
+0.3% +$8.11K 1.2% 23
2021
Q2 		$2.22M Buy
8,902
+208
+2% +$52.4K 1.12% 25
2021
Q1 		$2.02M Sell
8,694
-737
-8% -$159K 1.17% 21
2020
Q4 		$1.83M Sell
9,431
-91
-1% -$16.3K 1.1% 23
2020
Q3 		$1.47M Sell
9,522
-3,848
-29% -$593K 1.06% 30
2020
Q2 		$2.01M Sell
13,370
-2,840
-18% -$364K 1.55% 16
2020
Q1 		$1.66M Buy
16,210
+1,625
+11% +$241K 1.51% 19
2019
Q4 		$2.43M Buy
14,585
+646
+5% +$100K 1.8% 12
2019
Q3 		$2.05M Buy
13,939
+3,201
+30% +$449K 1.75% 14
2019
Q2 		$1.56M Sell
10,738
-55
-0.5% -$7.95K 1.57% 20
2019
Q1 		$1.38M Buy
10,793
+537
+5% +$66.6K 1.44% 27
2018
Q4 		$1.07M Buy
+10,256
New +$1.29M 1.29% 34

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 $3.37T AUM 44.26% 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
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
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

Fortem Financial Group's AMP Position: Q3 2022 in Review

Fortem Financial Group sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 4,914 shares — an estimated $1.17M sold.

Fortem Financial Group first reported a position in AMP in Q4 2018 and held it in 15 quarters. The position peaked at $2.66M in Q4 2021. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Fortem Financial Group reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
  • Fortem Financial Group sold 4,914 Ameriprise Financial shares in Q3 2022, an estimated $1.17M.
  • Fortem Financial Group first reported a position in Ameriprise Financial in Q4 2018 and held it in 15 quarters.
  • Fortem Financial Group's Ameriprise Financial position peaked at $2.66M in Q4 2021.
  • 941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Fortem Financial Group's 13F filing for Q3 2022, filed 1 Nov 2022.