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Intercontinental Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Intercontinental Wealth Advisors’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
Q4 		– Sell
-84
Closed -$12K – 351
2019
Q3 		$12K Buy
84
+1
+1% +$140 0.01% 318
2019
Q2 		$12K Sell
83
-129
-61% -$18.6K 0.01% 311
2019
Q1 		$27K Hold
212
– – 0.01% 274
2018
Q4 		$22K Buy
+212
New +$26.6K 0.01% 295

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Intercontinental Wealth Advisors's AMP Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2019, closing a stake of 84 shares — an estimated $12K sold.

Intercontinental Wealth Advisors first reported a position in AMP in Q4 2018 and held it in 4 quarters. The position peaked at $27K in Q1 2019. 827 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 84 Ameriprise Financial shares in Q4 2019, an estimated $12K.
  • Intercontinental Wealth Advisors first reported a position in Ameriprise Financial in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Ameriprise Financial position peaked at $27K in Q1 2019.
  • 827 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.