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JOYN Advisors’s Ameriprise Financial AMP Stock Holding History

JOYN 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
2020
Q1 		– Sell
-1,291
Closed -$215K – 110
2019
Q4 		$215K Buy
+1,291
New +$200K 0.05% 117
2019
Q1 		– Sell
-1,623
Closed -$169K – 177
2018
Q4 		$169K Sell
1,623
-1,105
-41% -$139K 0.04% 129
2018
Q3 		$403K Sell
2,728
-467
-15% -$66.8K 0.08% 69
2018
Q2 		$447K Sell
3,195
-4,335
-58% -$614K 0.1% 61
2018
Q1 		$1.11M Sell
7,530
-2,792
-27% -$455K 0.24% 25
2017
Q4 		$1.75M Buy
+10,322
New +$1.65M 0.37% 22

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

JOYN Advisors's AMP Position: Q1 2020 in Review

JOYN Advisors sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 1,291 shares — an estimated $215K sold.

JOYN Advisors first reported a position in AMP in Q4 2017 and held it in 6 quarters. The position peaked at $1.75M in Q4 2017. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • JOYN Advisors reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • JOYN Advisors sold 1,291 Ameriprise Financial shares in Q1 2020, an estimated $215K.
  • JOYN Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 6 quarters.
  • JOYN Advisors's Ameriprise Financial position peaked at $1.75M in Q4 2017.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.