LGL Partners’s Ameriprise Financial AMP Stock Holding History

LGL Partners’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	–	Sell	-913	Closed	-$230K	–	99
2022 Q3	$230K	Buy	+913	New	+$240K	0.05%	114

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

LGL Partners's AMP Position: Q4 2022 in Review

LGL Partners sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 913 shares — an estimated $230K sold.

LGL Partners first reported a position in AMP in Q3 2022 and held it in 1 quarter. The position peaked at $230K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

LGL Partners reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
LGL Partners sold 913 Ameriprise Financial shares in Q4 2022, an estimated $230K.
LGL Partners first reported a position in Ameriprise Financial in Q3 2022 and held it in 1 quarter.
LGL Partners's Ameriprise Financial position peaked at $230K in Q3 2022.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.