Freestone Capital Holdings’s Ameriprise Financial AMP Stock Holding History

Freestone Capital Holdings’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	-944	Closed	-$284K	–	432
2022 Q1	$284K	Sell	944 -68	-7%	-$20.6K	0.01%	477
2021 Q4	$305K	Buy	+1,012	New	+$299K	0.01%	401
2021 Q1	–	Sell	-66	Closed	-$12.8K	–	422
2020 Q4	$12.8K	Hold	66	–	–	﹤0.01%	807
2020 Q3	$10.2K	Buy	+66	New	+$10.2K	﹤0.01%	741
2020 Q1	–	Sell	-1,277	Closed	-$213	–	373
2019 Q4	$213	Buy	+1,277	New	+$198K	﹤0.01%	375
2015 Q4	–	Sell	-3,000	Closed	-$327K	–	362
2015 Q3	$327K	Buy	+3,000	New	+$354K	0.04%	280

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Freestone Capital Holdings's AMP Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 944 shares — an estimated $284K sold.

Freestone Capital Holdings first reported a position in AMP in Q3 2015 and held it in 6 quarters. The position peaked at $327K in Q3 2015. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Freestone Capital Holdings reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 944 Ameriprise Financial shares in Q2 2022, an estimated $284K.
Freestone Capital Holdings first reported a position in Ameriprise Financial in Q3 2015 and held it in 6 quarters.
Freestone Capital Holdings's Ameriprise Financial position peaked at $327K in Q3 2015.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.