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

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	Hold	75	–	–	0.01%	290
2019 Q1	$10.4K	Buy	+75	New	+$9.31K	0.02%	221

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Joseph P. Lucia & Associates's AMP Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 66 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in AMP in Q1 2019 and held it in 12 quarters. The position peaked at $20K in Q1 2022. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 66 Ameriprise Financial shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in Ameriprise Financial in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Ameriprise Financial position peaked at $20K in Q1 2022.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.