Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Ameriprise Financial AMP Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-5
Closed -$1.65K – 50
2023
Q3 		$1.65K Buy
+5
New +$1.71K ﹤0.01% 481

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Legacy Financial Group (Iowa)'s AMP Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 5 shares — an estimated $1.65K sold.

Legacy Financial Group (Iowa) first reported a position in AMP in Q3 2023 and held it in 1 quarter. The position peaked at $1.65K in Q3 2023. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 5 Ameriprise Financial shares in Q4 2023, an estimated $1.65K.
  • Legacy Financial Group (Iowa) first reported a position in Ameriprise Financial in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Ameriprise Financial position peaked at $1.65K in Q3 2023.
  • 1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.