IWP
AMP icon

Icon Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-346
Closed -$44K – 197
2019
Q1 		$44K Buy
+346
New +$42.9K 0.02% 378
2018
Q3 		– Sell
-549
Closed -$77K – 295
2018
Q2 		$77K Buy
+549
New +$77.8K 0.03% 291
2018
Q1 		– Sell
-595
Closed -$101K – 280
2017
Q4 		$101K Buy
+595
New +$95.3K 0.05% 274

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Icon Wealth Partners's AMP Position: Q2 2019 in Review

Icon Wealth Partners sold out of Ameriprise Financial (AMP) in Q2 2019, closing a stake of 346 shares — an estimated $44K sold.

Icon Wealth Partners first reported a position in AMP in Q4 2017 and held it in 3 quarters. The position peaked at $101K in Q4 2017. 802 funds tracked by Wall St. Rank hold AMP as of Q2 2019.

  • Icon Wealth Partners reported no remaining Ameriprise Financial position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 346 Ameriprise Financial shares in Q2 2019, an estimated $44K.
  • Icon Wealth Partners first reported a position in Ameriprise Financial in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Ameriprise Financial position peaked at $101K in Q4 2017.
  • 802 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.