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Grey Fox Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Grey Fox 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
2023
Q2 		– Sell
-13
Closed -$3.98K – 118
2023
Q1 		$3.98K Buy
+13
New +$4.26K ﹤0.01% 364

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Grey Fox Wealth Advisors's AMP Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 13 shares — an estimated $3.98K sold.

Grey Fox Wealth Advisors first reported a position in AMP in Q1 2023 and held it in 1 quarter. The position peaked at $3.98K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 13 Ameriprise Financial shares in Q2 2023, an estimated $3.98K.
  • Grey Fox Wealth Advisors first reported a position in Ameriprise Financial in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Ameriprise Financial position peaked at $3.98K in Q1 2023.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.