Kalos Management’s Ameriprise Financial AMP Stock Holding History

Kalos Management’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
2023 Q2	–	Sell	-58	Closed	-$17.8K	–	145
2023 Q1	$17.8K	Buy	+58	New	+$19K	0.04%	163
2022 Q1	–	Sell	-5,730	Closed	-$1.76M	–	184
2021 Q4	$1.76M	Buy	5,730 +374	+7%	+$111K	0.48%	49
2021 Q3	$1.64M	Sell	5,356 -1,256	-19%	-$329K	0.46%	52
2021 Q2	$1.76M	Sell	6,612 -387	-6%	-$97.6K	0.71%	45
2021 Q1	$1.81M	Sell	6,999 -2,714	-28%	-$587K	0.56%	48
2020 Q4	$2.08M	Sell	9,713 -1,315	-12%	-$235K	0.89%	33
2020 Q3	$2.02M	Sell	11,028 -1,094	-9%	-$168K	0.9%	33
2020 Q2	$1.97M	Sell	12,122 -1,769	-13%	-$227K	0.83%	43
2020 Q1	$1.72M	Buy	13,891 +1,050	+8%	+$156K	0.76%	42
2019 Q4	$2.14M	Buy	+12,841	New	+$1.99M	0.78%	42
2015 Q4	–	Hold	0	–	–	–	426

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kalos Management's AMP Position: Q2 2023 in Review

Kalos Management sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 58 shares — an estimated $17.8K sold.

Kalos Management first reported a position in AMP in Q4 2019 and held it in 10 quarters. The position peaked at $2.14M in Q4 2019. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

Kalos Management reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 58 Ameriprise Financial shares in Q2 2023, an estimated $17.8K.
Kalos Management first reported a position in Ameriprise Financial in Q4 2019 and held it in 10 quarters.
Kalos Management's Ameriprise Financial position peaked at $2.14M in Q4 2019.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.