Heritage Wealth Management (Arizona)’s Ameriprise Financial AMP Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$9.96K	Buy	+32	New	+$9.76K	﹤0.01%	775

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Ameriprise Financial (AMP) in Q4 2022: 32 shares worth $9.96K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Heritage Wealth Management (Arizona) held 32 shares of Ameriprise Financial worth $9.96K as of Q4 2022.
Ameriprise Financial was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Ameriprise Financial made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #775 holding.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.