Liberty Wealth Management’s Ameriprise Financial AMP Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-338	Closed	-$97K	–	207
2021 Q3	$97K	Buy	338 +180	+114%	+$47.1K	0.03%	296
2021 Q2	$39K	Sell	158 -2	-1%	-$504	0.02%	375
2021 Q1	$32K	Hold	160	–	–	0.02%	366
2020 Q4	$32K	Buy	160 +95	+146%	+$17K	0.02%	363
2020 Q3	$10K	Buy	65 +16	+33%	+$2.46K	0.01%	509
2020 Q2	$7K	Buy	49 +19	+63%	+$2.44K	﹤0.01%	537
2020 Q1	$3K	Buy	30 +10	+50%	+$1.48K	﹤0.01%	657
2019 Q4	$3K	Hold	20	–	–	﹤0.01%	719
2019 Q3	$3K	Sell	20 -99	-83%	-$13.9K	﹤0.01%	693
2019 Q2	$17K	Buy	+119	New	+$17.2K	0.01%	433
2019 Q1	–	Sell	-28	Closed	-$2K	–	724
2018 Q4	$2K	Buy	+28	New	+$3.52K	﹤0.01%	666

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

Liberty Wealth Management's AMP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 338 shares — an estimated $97K sold.

Liberty Wealth Management first reported a position in AMP in Q4 2018 and held it in 11 quarters. The position peaked at $97K in Q3 2021. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Liberty Wealth Management reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 338 Ameriprise Financial shares in Q4 2021, an estimated $97K.
Liberty Wealth Management first reported a position in Ameriprise Financial in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Ameriprise Financial position peaked at $97K in Q3 2021.
985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.