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Glassy Mountain Advisors’s Ameriprise Financial AMP Stock Holding History

Glassy Mountain 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
Q1 		– Sell
-260
Closed -$81K – 30
2022
Q4 		$81K Buy
+260
New +$79.3K 0.04% 95

Other funds holding AMP

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Glassy Mountain Advisors's AMP Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 260 shares — an estimated $81K sold.

Glassy Mountain Advisors first reported a position in AMP in Q4 2022 and held it in 1 quarter. The position peaked at $81K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 260 Ameriprise Financial shares in Q1 2023, an estimated $81K.
  • Glassy Mountain Advisors first reported a position in Ameriprise Financial in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's Ameriprise Financial position peaked at $81K in Q4 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.