HNP Capital’s Ameriprise Financial AMP Stock Holding History

HNP Capital’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 Q1	$760K	Sell	2,480 -12	-0.5%	-$3.93K	0.21%	87
2022 Q4	$776K	Hold	2,492	–	–	0.22%	86
2022 Q3	$628K	Sell	2,492 -6	-0.2%	-$1.58K	0.18%	91
2022 Q2	$594K	Hold	2,498	–	–	0.16%	98
2022 Q1	$750K	Sell	2,498 -2	-0.1%	-$605	0.18%	94
2021 Q4	$754K	Buy	2,500 +20	+0.8%	+$5.92K	0.17%	101
2021 Q3	$655K	Sell	2,480 -20	-0.8%	-$5.23K	0.16%	103
2021 Q2	$622K	Hold	2,500	–	–	0.16%	107
2021 Q1	$581K	Hold	2,500	–	–	0.17%	103
2020 Q4	$486K	Hold	2,500	–	–	0.16%	98
2020 Q3	$424K	Hold	2,500	–	–	0.16%	92
2020 Q2	$364K	Buy	+2,500	New	+$321K	0.15%	93
2020 Q1	–	Sell	-2,500	Closed	-$423K	–	269
2019 Q4	$423K	Hold	2,500	–	–	0.18%	82
2019 Q3	$338K	Sell	2,500 -60	-2%	-$8.41K	0.19%	89
2019 Q2	$372K	Hold	2,560	–	–	0.22%	82
2019 Q1	$328K	Hold	2,560	–	–	0.2%	83
2018 Q4	$267K	Buy	+2,560	New	+$321K	0.18%	94

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

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

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

HNP Capital's AMP Position: Q1 2023 in Review

HNP Capital reduced its Ameriprise Financial (AMP) stake by 0.48% in Q1 2023, selling an estimated $3.93K and leaving 2,480 shares worth $760K. The position accounts for 0.21% of the portfolio, ranked #87.

HNP Capital first reported a position in AMP in Q4 2018 and has held it in 17 quarters since. The position peaked at $776K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

HNP Capital held 2,480 shares of Ameriprise Financial worth $760K as of Q1 2023.
HNP Capital sold 12 Ameriprise Financial shares in Q1 2023, an estimated $3.93K.
Ameriprise Financial made up 0.21% of HNP Capital's portfolio in Q1 2023, its #87 holding.
HNP Capital first reported a position in Ameriprise Financial in Q4 2018 and has held it in 17 quarters since.
HNP Capital's Ameriprise Financial position peaked at $776K in Q4 2022.
1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.