LeJeune Puetz Investment Counsel’s Ameriprise Financial AMP Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$262K	Buy	855 +5	+0.6%	+$1.64K	0.09%	144
2022 Q4	$265K	Hold	850	–	–	0.1%	141
2022 Q3	$214K	Hold	850	–	–	0.09%	144
2022 Q2	$202K	Hold	850	–	–	0.08%	149
2022 Q1	$255K	Hold	850	–	–	0.09%	144
2021 Q4	$256K	Hold	850	–	–	0.09%	143
2021 Q3	$225K	Hold	850	–	–	0.08%	147
2021 Q2	$212K	Hold	850	–	–	0.08%	153
2021 Q1	$198K	Hold	850	–	–	0.08%	153
2020 Q4	$165K	Hold	850	–	–	0.07%	160
2020 Q3	$131K	Hold	850	–	–	0.06%	158
2020 Q2	$128K	Buy	+850	New	+$109K	0.07%	155
2020 Q1	–	Sell	-850	Closed	-$142K	–	169
2019 Q4	$142K	Hold	850	–	–	0.07%	159
2019 Q3	$125K	Hold	850	–	–	0.06%	164
2019 Q2	$123K	Hold	850	–	–	0.06%	161
2019 Q1	$109K	Buy	+850	New	+$105K	0.06%	168
2018 Q4	–	Sell	-850	Closed	-$126K	–	168
2018 Q3	$126K	Hold	850	–	–	0.07%	151
2018 Q2	$119K	Buy	+850	New	+$120K	0.07%	152

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 $113B AUM 38.87% 1-Year Est. Return

LeJeune Puetz Investment Counsel's AMP Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel increased its Ameriprise Financial (AMP) stake by 0.59% in Q1 2023, buying an estimated $1.64K and bringing the position to 855 shares worth $262K. The position accounts for 0.09% of the portfolio, ranked #144.

LeJeune Puetz Investment Counsel first reported a position in AMP in Q2 2018 and has held it in 18 quarters since. The position peaked at $265K in Q4 2022. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

LeJeune Puetz Investment Counsel held 855 shares of Ameriprise Financial worth $262K as of Q1 2023.
LeJeune Puetz Investment Counsel bought 5 Ameriprise Financial shares in Q1 2023, an estimated $1.64K.
Ameriprise Financial made up 0.09% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #144 holding.
LeJeune Puetz Investment Counsel first reported a position in Ameriprise Financial in Q2 2018 and has held it in 18 quarters since.
LeJeune Puetz Investment Counsel's Ameriprise Financial position peaked at $265K in Q4 2022.
1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.