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Litman Gregory Wealth Management’s Ameriprise Financial AMP Stock Holding History

Litman Gregory 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
2020
Q1 		– Sell
-99
Closed -$16K – 168
2019
Q4 		$16K Buy
+99
New +$15.3K ﹤0.01% 131
2018
Q2 		– Sell
-445
Closed -$66K – 99
2018
Q1 		$66K Buy
+445
New +$72.6K 0.03% 76

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Litman Gregory Wealth Management's AMP Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 99 shares — an estimated $16K sold.

Litman Gregory Wealth Management first reported a position in AMP in Q1 2018 and held it in 2 quarters. The position peaked at $66K in Q1 2018. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 99 Ameriprise Financial shares in Q1 2020, an estimated $16K.
  • Litman Gregory Wealth Management first reported a position in Ameriprise Financial in Q1 2018 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Ameriprise Financial position peaked at $66K in Q1 2018.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.