GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Ameriprise Financial AMP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-73
Closed -$19K – 317
2021
Q3 		$19K Buy
+73
New +$19.1K ﹤0.01% 518

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State Street
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's AMP Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 73 shares — an estimated $19K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AMP in Q3 2021 and held it in 1 quarter. The position peaked at $19K in Q3 2021. 986 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 73 Ameriprise Financial shares in Q4 2021, an estimated $19K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Ameriprise Financial in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Ameriprise Financial position peaked at $19K in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.