FSC Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

FSC Wealth 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
2022 Q4	–	Sell	-16	Closed	-$4K	–	163
2022 Q3	$4K	Hold	16	–	–	0.04%	144
2022 Q2	$4K	Buy	+16	New	+$4.29K	0.04%	146

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

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

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

FSC Wealth Advisors's AMP Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 16 shares — an estimated $4K sold.

FSC Wealth Advisors first reported a position in AMP in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

FSC Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 16 Ameriprise Financial shares in Q4 2022, an estimated $4K.
FSC Wealth Advisors first reported a position in Ameriprise Financial in Q2 2022 and held it in 2 quarters.
FSC Wealth Advisors's Ameriprise Financial position peaked at $4K in Q3 2022.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.