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Frontier Wealth Management’s Ameriprise Financial AMP Stock Holding History

Frontier 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 		$664K Sell
2,792
-511
-15% -$137K 0.05% 213
2022
Q1 		$951K Sell
3,303
-65
-2% -$19.7K 0.01% 184
2021
Q4 		$1.02M Buy
3,368
+226
+7% +$66.8K 0.07% 191
2021
Q3 		$830K Sell
3,142
-241
-7% -$63K 0.06% 208
2021
Q2 		$842K Buy
3,383
+7
+0.2% +$1.76K 0.06% 203
2021
Q1 		$785K Buy
3,376
+1
+0% +$216 0.06% 196
2020
Q4 		$656K Buy
3,375
+1
+0% +$179 0.05% 197
2020
Q3 		$520K Buy
3,374
+2
+0.1% +$308 0.05% 209
2020
Q2 		$506K Sell
3,372
-39
-1% -$5K 0.05% 208
2020
Q1 		$350K Sell
3,411
-18
-0.5% -$2.67K 0.06% 209
2019
Q4 		$571K Sell
3,429
-561
-14% -$86.9K 0.09% 164
2019
Q3 		$587K Sell
3,990
-79
-2% -$11.1K 0.09% 174
2019
Q2 		$591K Hold
4,069
– – 0.09% 172
2019
Q1 		$521K Buy
4,069
+52
+1% +$6.45K 0.07% 211
2018
Q4 		$419K Hold
4,017
– – 0.06% 227
2018
Q3 		$593K Hold
4,017
– – 0.06% 204
2018
Q2 		$562K Sell
4,017
-21
-0.5% -$2.98K 0.08% 202
2018
Q1 		$597K Buy
+4,038
New +$659K 0.08% 202
2017
Q4 		– Sell
-3,878
Closed -$576K – 350
2017
Q3 		$576K Sell
3,878
-172
-4% -$24K 0.08% 209
2017
Q2 		$516K Buy
4,050
+174
+4% +$22.1K 0.08% 221
2017
Q1 		$503K Buy
3,876
+1,150
+42% +$142K 0.08% 223
2016
Q4 		$302K Hold
2,726
– – 0.05% 285
2016
Q3 		$272K Buy
+2,726
New +$264K 0.04% 293
2016
Q2 		– Sell
-2,726
Closed -$256K – 336
2016
Q1 		$256K Buy
2,726
+163
+6% +$14.6K 0.02% 277
2015
Q4 		$273K Hold
2,563
– – 0.04% 266
2015
Q3 		$280K Buy
2,563
+265
+12% +$31.3K 0.04% 264
2015
Q2 		$287K Hold
2,298
– – 0.04% 265
2015
Q1 		$301K Buy
+2,298
New +$303K 0.05% 227

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
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

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

Frontier Wealth Management reduced its Ameriprise Financial (AMP) stake by 15% in Q2 2022, selling an estimated $137K and leaving 2,792 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #213.

Frontier Wealth Management first reported a position in AMP in Q1 2015 and has held it in 28 quarters since. The position peaked at $1.02M in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Frontier Wealth Management held 2,792 shares of Ameriprise Financial worth $664K as of Q2 2022.
  • Frontier Wealth Management sold 511 Ameriprise Financial shares in Q2 2022, an estimated $137K.
  • Ameriprise Financial made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #213 holding.
  • Frontier Wealth Management first reported a position in Ameriprise Financial in Q1 2015 and has held it in 28 quarters since.
  • Frontier Wealth Management's Ameriprise Financial position peaked at $1.02M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.