Inscription Capital’s Ameriprise Financial AMP Stock Holding History

Inscription Capital’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 Q3	–	Sell	-1,294	Closed	-$308K	–	196
2022 Q2	$308K	Buy	+1,294	New	+$347K	0.06%	205
2019 Q2	–	Sell	-279	Closed	-$36K	–	111
2019 Q1	$36K	Sell	279 -227	-45%	-$28.2K	0.02%	199
2018 Q4	$53K	Buy	+506	New	+$63.5K	0.03%	192

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 $2.9T AUM 29.55% 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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

Inscription Capital's AMP Position: Q3 2022 in Review

Inscription Capital sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 1,294 shares — an estimated $308K sold.

Inscription Capital first reported a position in AMP in Q4 2018 and held it in 3 quarters. The position peaked at $308K in Q2 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Inscription Capital reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
Inscription Capital sold 1,294 Ameriprise Financial shares in Q3 2022, an estimated $308K.
Inscription Capital first reported a position in Ameriprise Financial in Q4 2018 and held it in 3 quarters.
Inscription Capital's Ameriprise Financial position peaked at $308K in Q2 2022.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Inscription Capital's 13F filing for Q3 2022, filed 14 Nov 2022.