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Goodman Advisory Group’s Ameriprise Financial AMP Stock Holding History

Goodman Advisory Group’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
Q2 		– Sell
-47
Closed -$14.4K – 162
2023
Q1 		$14.4K Sell
47
-14
-23% -$4.59K 0.01% 106
2022
Q4 		$19K Hold
61
– – 0.01% 98
2022
Q3 		$15K Hold
61
– – 0.01% 105
2022
Q2 		$14K Buy
+61
New +$16.3K 0.01% 109

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Goodman Advisory Group's AMP Position: Q2 2023 in Review

Goodman Advisory Group sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 47 shares — an estimated $14.4K sold.

Goodman Advisory Group first reported a position in AMP in Q2 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Goodman Advisory Group reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Goodman Advisory Group sold 47 Ameriprise Financial shares in Q2 2023, an estimated $14.4K.
  • Goodman Advisory Group first reported a position in Ameriprise Financial in Q2 2022 and held it in 4 quarters.
  • Goodman Advisory Group's Ameriprise Financial position peaked at $19K in Q4 2022.
  • 1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Goodman Advisory Group's 13F filing for Q2 2023, filed 11 Aug 2023.