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Heritage Financial Services’s Ameriprise Financial AMP Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-10
Closed -$2K – 79
2022
Q2 		$2K Buy
+10
New +$2.68K ﹤0.01% 410

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Heritage Financial Services's AMP Position: Q3 2022 in Review

Heritage Financial Services sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Heritage Financial Services first reported a position in AMP in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Heritage Financial Services reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 10 Ameriprise Financial shares in Q3 2022, an estimated $2K.
  • Heritage Financial Services first reported a position in Ameriprise Financial in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Ameriprise Financial position peaked at $2K in Q2 2022.
  • 941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.