Industrial Alliance Investment Management’s Ameriprise Financial AMP Stock Holding History

Industrial Alliance Investment 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	-185	Closed	-$61K	–	20
2023 Q2	$61K	Sell	185 -4,557	-96%	-$1.4M	0.03%	120
2023 Q1	$1.45M	Buy	4,742 +3,817	+413%	+$1.25M	0.04%	258
2022 Q4	$288K	Sell	925 -36	-4%	-$11K	0.01%	329
2022 Q3	$242K	Sell	961 -359	-27%	-$94.5K	0.01%	327
2022 Q2	$314K	Buy	1,320 +1,048	+385%	+$281K	0.01%	318
2022 Q1	$82K	Buy	272 +48	+21%	+$14.5K	﹤0.01%	393
2021 Q4	$68K	Buy	+224	New	+$66.3K	﹤0.01%	372

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 $3.37T AUM 44.26% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Industrial Alliance Investment Management's AMP Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 185 shares — an estimated $61K sold.

Industrial Alliance Investment Management first reported a position in AMP in Q4 2021 and held it in 7 quarters. The position peaked at $1.45M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Industrial Alliance Investment Management reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
Industrial Alliance Investment Management sold 185 Ameriprise Financial shares in Q3 2023, an estimated $61K.
Industrial Alliance Investment Management first reported a position in Ameriprise Financial in Q4 2021 and held it in 7 quarters.
Industrial Alliance Investment Management's Ameriprise Financial position peaked at $1.45M in Q1 2023.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.