Lenox Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Lenox Wealth Advisors’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 Q1	$80K	Sell	272 -4	-1%	-$1.21K	0.01%	187
2021 Q4	$83K	Buy	276 +4	+1%	+$1.18K	0.01%	190
2021 Q3	$72K	Hold	272	–	–	0.01%	188
2021 Q2	$68K	Buy	272 +100	+58%	+$25.2K	0.01%	188
2021 Q1	$40K	Sell	172 -25	-13%	-$5.41K	0.01%	215
2020 Q4	$38K	Hold	197	–	–	0.01%	216
2020 Q3	$30K	Hold	197	–	–	﹤0.01%	225
2020 Q2	$30K	Buy	197 +25	+15%	+$3.21K	﹤0.01%	221
2020 Q1	$18K	Hold	172	–	–	﹤0.01%	278
2019 Q4	$29K	Hold	172	–	–	﹤0.01%	261
2019 Q3	$25K	Buy	+172	New	+$24.1K	﹤0.01%	253
2015 Q4	–	Sell	-143	Closed	-$16K	–	498
2015 Q3	$16K	Buy	143 +44	+44%	+$5.19K	0.01%	151
2015 Q2	$12K	Sell	99 -143	-59%	-$18.2K	0.01%	124
2015 Q1	$32K	Hold	242	–	–	0.01%	93
2014 Q4	$32K	Hold	242	–	–	0.01%	99
2014 Q3	$30K	Hold	242	–	–	0.01%	108
2014 Q2	$29K	Buy	242 +44	+22%	+$4.92K	0.01%	90
2014 Q1	$22K	Buy	198 +156	+371%	+$17.1K	0.01%	94
2013 Q4	$5K	Buy	+42	New	+$4.34K	﹤0.01%	226

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lenox Wealth Advisors's AMP Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Ameriprise Financial (AMP) stake by 1.4% in Q1 2022, selling an estimated $1.21K and leaving 272 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #187.

Lenox Wealth Advisors first reported a position in AMP in Q4 2013 and has held it in 19 quarters since. The position peaked at $83K in Q4 2021. 995 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

Lenox Wealth Advisors held 272 shares of Ameriprise Financial worth $80K as of Q1 2022.
Lenox Wealth Advisors sold 4 Ameriprise Financial shares in Q1 2022, an estimated $1.21K.
Ameriprise Financial made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #187 holding.
Lenox Wealth Advisors first reported a position in Ameriprise Financial in Q4 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Ameriprise Financial position peaked at $83K in Q4 2021.
995 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.