Fortis Advisors’s Ameriprise Financial AMP Stock Holding History

Fortis 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
2023 Q2	–	Sell	-581	Closed	-$178K	–	100
2023 Q1	$178K	Hold	581	–	–	0.12%	90
2022 Q4	$181K	Hold	581	–	–	0.14%	85
2022 Q3	$146K	Hold	581	–	–	0.1%	100
2022 Q2	$138K	Sell	581 -419	-42%	-$112K	0.09%	109
2022 Q1	$300K	Hold	1,000	–	–	0.16%	79
2021 Q4	$302K	Hold	1,000	–	–	0.18%	84
2021 Q3	$264K	Hold	1,000	–	–	0.16%	79
2021 Q2	$249K	Hold	1,000	–	–	0.14%	89
2021 Q1	$232K	Hold	1,000	–	–	0.16%	74
2020 Q4	$194K	Hold	1,000	–	–	0.17%	56
2020 Q3	$154K	Sell	1,000 -860	-46%	-$132K	0.14%	56
2020 Q2	$279K	Hold	1,860	–	–	0.28%	47
2020 Q1	$191K	Hold	1,860	–	–	0.13%	79
2019 Q4	$310K	Hold	1,860	–	–	0.19%	72
2019 Q3	$274K	Hold	1,860	–	–	0.13%	76
2019 Q2	$270K	Hold	1,860	–	–	0.13%	82
2019 Q1	$238K	Hold	1,860	–	–	0.12%	82
2018 Q4	$194K	Hold	1,860	–	–	0.12%	86
2018 Q3	$275K	Hold	1,860	–	–	0.15%	59
2018 Q2	$260K	Hold	1,860	–	–	0.15%	62
2018 Q1	$275K	Hold	1,860	–	–	0.15%	57
2017 Q4	$315K	Hold	1,860	–	–	0.19%	49
2017 Q3	$276K	Hold	1,860	–	–	0.19%	51
2017 Q2	$237K	Hold	1,860	–	–	0.18%	66
2017 Q1	$241K	Hold	1,860	–	–	0.22%	57
2016 Q4	$206K	Buy	+1,860	New	+$196K	0.22%	38

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 $3.38T AUM 44.17% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

Fortis Advisors's AMP Position: Q2 2023 in Review

Fortis Advisors sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 581 shares — an estimated $178K sold.

Fortis Advisors first reported a position in AMP in Q4 2016 and held it in 26 quarters. The position peaked at $315K in Q4 2017. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

Fortis Advisors reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 581 Ameriprise Financial shares in Q2 2023, an estimated $178K.
Fortis Advisors first reported a position in Ameriprise Financial in Q4 2016 and held it in 26 quarters.
Fortis Advisors's Ameriprise Financial position peaked at $315K in Q4 2017.
1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.