HPM
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Hoxton Planning & Management’s Ameriprise Financial AMP Stock Holding History

Hoxton Planning & Management’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
-671
Closed -$223K – 140
2023
Q2 		$223K Buy
+671
New +$206K 0.14% 133

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

Hoxton Planning & Management's AMP Position: Q3 2023 in Review

Hoxton Planning & Management sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 671 shares — an estimated $223K sold.

Hoxton Planning & Management first reported a position in AMP in Q2 2023 and held it in 1 quarter. The position peaked at $223K in Q2 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • Hoxton Planning & Management reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 671 Ameriprise Financial shares in Q3 2023, an estimated $223K.
  • Hoxton Planning & Management first reported a position in Ameriprise Financial in Q2 2023 and held it in 1 quarter.
  • Hoxton Planning & Management's Ameriprise Financial position peaked at $223K in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Hoxton Planning & Management's 13F filing for Q3 2023, filed 27 Oct 2023.