Lee Financial’s Ameriprise Financial AMP Stock Holding History

Lee Financial’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
2024 Q1	–	Sell	-10	Closed	-$3.8K	–	180
2023 Q4	$3.8K	Hold	10	–	–	﹤0.01%	600
2023 Q3	$3.3K	Hold	10	–	–	﹤0.01%	583
2023 Q2	$3.32K	Hold	10	–	–	﹤0.01%	566
2023 Q1	$3.06K	Sell	10 -2	-17%	-$655	﹤0.01%	593
2022 Q4	$3.74K	Hold	12	–	–	﹤0.01%	592
2022 Q3	$4K	Buy	12 +2	+20%	+$526	﹤0.01%	556
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	662
2022 Q1	$3K	Hold	10	–	–	﹤0.01%	554
2021 Q4	$3K	Hold	10	–	–	﹤0.01%	651
2021 Q3	$3K	Hold	10	–	–	﹤0.01%	533
2021 Q2	$2K	Buy	+10	New	+$2.52K	﹤0.01%	542
2018 Q3	–	Sell	-114	Closed	-$16K	–	472
2018 Q2	$16K	Sell	114 -115	-50%	-$16.3K	﹤0.01%	386
2018 Q1	$34K	Sell	229 -453	-66%	-$73.9K	0.01%	288
2017 Q4	$116K	Buy	682 +340	+99%	+$54.5K	0.03%	145
2017 Q3	$51K	Hold	342	–	–	0.02%	180
2017 Q2	$44K	Buy	+342	New	+$43.4K	0.02%	197

Other funds holding AMP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management

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

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Boston Partners

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return