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Halpern Financial’s Ameriprise Financial AMP Stock Holding History

Halpern Financial’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
Q3 		– Sell
-49
Closed -$16.3K – 214
2023
Q2 		$16.3K Buy
+49
New +$15.1K 0.01% 126
2022
Q2 		– Sell
-7
Closed -$2.1K – 319
2022
Q1 		$2.1K Hold
7
– – ﹤0.01% 201
2021
Q4 		$2.11K Buy
+7
New +$2.07K ﹤0.01% 225

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Halpern Financial's AMP Position: Q3 2023 in Review

Halpern Financial sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 49 shares — an estimated $16.3K sold.

Halpern Financial first reported a position in AMP in Q4 2021 and held it in 3 quarters. The position peaked at $16.3K in Q2 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • Halpern Financial reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
  • Halpern Financial sold 49 Ameriprise Financial shares in Q3 2023, an estimated $16.3K.
  • Halpern Financial first reported a position in Ameriprise Financial in Q4 2021 and held it in 3 quarters.
  • Halpern Financial's Ameriprise Financial position peaked at $16.3K in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.