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Kore Private Wealth’s Ameriprise Financial AMP Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-858
Closed -$227K – 312
2021
Q3 		$227K Buy
858
+1
+0.1% +$262 0.02% 393
2021
Q2 		$213K Sell
857
-15
-2% -$3.78K 0.02% 380
2021
Q1 		$203K Buy
+872
New +$189K 0.03% 346
2020
Q3 		– Sell
-794
Closed -$119K – 311
2020
Q2 		$119K Buy
794
+146
+23% +$18.7K 0.02% 314
2020
Q1 		$66K Buy
648
+170
+36% +$25.2K 0.02% 369
2019
Q4 		$80K Buy
+478
New +$74.1K 0.02% 406
2019
Q2 		– Sell
-390
Closed -$50K – 259
2019
Q1 		$50K Hold
390
– – 0.01% 381
2018
Q4 		$41K Buy
+390
New +$49K 0.01% 403

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kore Private Wealth's AMP Position: Q4 2021 in Review

Kore Private Wealth sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 858 shares — an estimated $227K sold.

Kore Private Wealth first reported a position in AMP in Q4 2018 and held it in 8 quarters. The position peaked at $227K in Q3 2021. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

  • Kore Private Wealth reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 858 Ameriprise Financial shares in Q4 2021, an estimated $227K.
  • Kore Private Wealth first reported a position in Ameriprise Financial in Q4 2018 and held it in 8 quarters.
  • Kore Private Wealth's Ameriprise Financial position peaked at $227K in Q3 2021.
  • 985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.