Laurel Wealth Advisors (California)’s Ameriprise Financial AMP Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$267K	Hold	859	–	–	0.03%	539
2022 Q3	$216K	Hold	859	–	–	0.02%	588
2022 Q2	$204K	Hold	859	–	–	0.02%	636
2022 Q1	$258K	Buy	859 +70	+9%	+$21.2K	0.02%	635
2021 Q4	$238K	Buy	789 +2	+0.3%	+$592	0.02%	696
2021 Q3	$208K	Sell	787 -16	-2%	-$4.18K	0.04%	434
2021 Q2	$200K	Buy	+803	New	+$202K	0.03%	499
2016 Q4	–	Sell	-2,376	Closed	-$237K	–	278
2016 Q3	$237K	Hold	2,376	–	–	0.11%	208
2016 Q2	$213K	Buy	2,376 +100	+4%	+$9.66K	0.1%	221
2016 Q1	$214K	Buy	+2,276	New	+$204K	0.11%	224

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

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

Laurel Wealth Advisors (California)'s AMP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Ameriprise Financial (AMP) position steady in Q4 2022 at 859 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #539.

Laurel Wealth Advisors (California) first reported a position in AMP in Q1 2016 and has held it in 10 quarters since. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Laurel Wealth Advisors (California) held 859 shares of Ameriprise Financial worth $267K as of Q4 2022.
Laurel Wealth Advisors (California) left its Ameriprise Financial share count unchanged in Q4 2022.
Ameriprise Financial made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #539 holding.
Laurel Wealth Advisors (California) first reported a position in Ameriprise Financial in Q1 2016 and has held it in 10 quarters since.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.