McMillion Capital Management’s Ameriprise Financial AMP Stock Holding History

McMillion Capital 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
2023 Q2	$81.7K	Buy	+246	New	+$75.6K	0.07%	81
2022 Q4	–	Sell	-246	Closed	-$62K	–	82
2022 Q3	$62K	Hold	246	–	–	0.06%	91
2022 Q2	$58K	Buy	+246	New	+$65.9K	0.05%	99
2021 Q1	–	Sell	-246	Closed	-$48K	–	93
2020 Q4	$48K	Buy	+246	New	+$44K	0.03%	121
2020 Q2	–	Sell	-246	Closed	-$25K	–	79
2020 Q1	$25K	Hold	246	–	–	0.02%	122
2019 Q4	$41K	Hold	246	–	–	0.02%	119
2019 Q3	$36K	Hold	246	–	–	0.02%	125
2019 Q2	$36K	Buy	+246	New	+$35.6K	0.02%	125

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 $95.5B AUM 28.4% 1-Year Est. Return

McMillion Capital Management's AMP Position: Q2 2023 in Review

McMillion Capital Management opened a new position in Ameriprise Financial (AMP) in Q2 2023: 246 shares worth $81.7K. The stake represents 0.07% of the portfolio and ranks #81 among its holdings. This is a return to the name: McMillion Capital Management previously reported a position in AMP as recently as Q3 2022.

McMillion Capital Management first reported a position in AMP in Q2 2019 and has held it in 8 quarters since. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

McMillion Capital Management held 246 shares of Ameriprise Financial worth $81.7K as of Q2 2023.
Ameriprise Financial was a new McMillion Capital Management position in Q2 2023.
Ameriprise Financial made up 0.07% of McMillion Capital Management's portfolio in Q2 2023, its #81 holding.
McMillion Capital Management first reported a position in Ameriprise Financial in Q2 2019 and has held it in 8 quarters since.
1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on McMillion Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.