Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
JPLA
Joseph P. Lucia & Associates’s
Ameriprise Financial
AMP
Stock Holding History
Joseph P. Lucia & Associates’s Portfolio
AMP Stock Details
AMP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-66
Closed
-$16K
–
116
2022
Q2
$16K
Hold
66
–
–
0.01%
267
2022
Q1
$20K
Buy
+66
New
+$20K
0.01%
263
2021
Q4
–
Sell
-66
Closed
-$17K
–
141
2021
Q3
$17K
Sell
66
-9
-12%
-$2.35K
0.01%
324
2021
Q2
$19K
Hold
75
–
–
0.01%
320
2021
Q1
$17K
Hold
75
–
–
0.01%
306
2020
Q4
$15K
Buy
+75
New
+$13.4K
0.01%
294
2020
Q3
–
Sell
-75
Closed
-$11K
–
103
2020
Q2
$11K
Hold
75
–
–
0.01%
302
2020
Q1
$8K
Hold
75
–
–
0.01%
298
2019
Q4
$12K
Hold
75
–
–
0.01%
295
2019
Q3
$11K
Hold
75
–
–
0.01%
301
2019
Q2
$11K
Sell
75
-10,314
-99%
-$1.49M
0.01%
290
2019
Q1
$75
Buy
+10,389
New
+$1.29M
0.01%
278
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close