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Hoover Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Hoover Financial 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
2021
Q2 		$25K Sell
100
-11
-10% -$2.77K ﹤0.01% 367
2021
Q1 		$29K Buy
111
+11
+11% +$2.38K 0.01% 314
2020
Q4 		$21K Buy
+100
New +$17.9K 0.01% 327

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 $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Hoover Financial Advisors's AMP Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Ameriprise Financial (AMP) stake by 9.9% in Q2 2021, selling an estimated $2.77K and leaving 100 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Hoover Financial Advisors first reported a position in AMP in Q4 2020 and has held it in 3 quarters since. The position peaked at $29K in Q1 2021. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Hoover Financial Advisors held 100 shares of Ameriprise Financial worth $25K as of Q2 2021.
  • Hoover Financial Advisors sold 11 Ameriprise Financial shares in Q2 2021, an estimated $2.77K.
  • Ameriprise Financial made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #367 holding.
  • Hoover Financial Advisors first reported a position in Ameriprise Financial in Q4 2020 and has held it in 3 quarters since.
  • Hoover Financial Advisors's Ameriprise Financial position peaked at $29K in Q1 2021.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.