HH
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HWG Holdings’s Ameriprise Financial AMP Stock Holding History

HWG Holdings’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 		– Sell
-7
Closed -$2K – 119
2022
Q3 		$2K Buy
+7
New +$1.84K ﹤0.01% 96
2019
Q4 		– Sell
-14
Closed -$2K – 122
2019
Q3 		$2K Sell
14
-1,329
-99% -$186K ﹤0.01% 110
2019
Q2 		$195K Buy
+1,343
New +$194K 0.19% 65

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
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
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

HWG Holdings's AMP Position: Q4 2022 in Review

HWG Holdings sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 7 shares — an estimated $2K sold.

HWG Holdings first reported a position in AMP in Q2 2019 and held it in 3 quarters. The position peaked at $195K in Q2 2019. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • HWG Holdings reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
  • HWG Holdings sold 7 Ameriprise Financial shares in Q4 2022, an estimated $2K.
  • HWG Holdings first reported a position in Ameriprise Financial in Q2 2019 and held it in 3 quarters.
  • HWG Holdings's Ameriprise Financial position peaked at $195K in Q2 2019.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on HWG Holdings's 13F filing for Q4 2022, filed 31 Jan 2023.