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Meridian Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Meridian 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
2020
Q3 		– Sell
-1,765
Closed -$265K – 164
2020
Q2 		$265K Buy
+1,765
New +$226K 0.12% 131
2020
Q1 		– Sell
-1,997
Closed -$333K – 143
2019
Q4 		$333K Buy
1,997
+14
+0.7% +$2.17K 0.13% 122
2019
Q3 		$292K Buy
+1,983
New +$278K 0.13% 124

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Meridian Wealth Advisors's AMP Position: Q3 2020 in Review

Meridian Wealth Advisors sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 1,765 shares — an estimated $265K sold.

Meridian Wealth Advisors first reported a position in AMP in Q3 2019 and held it in 3 quarters. The position peaked at $333K in Q4 2019. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Meridian Wealth Advisors reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Advisors sold 1,765 Ameriprise Financial shares in Q3 2020, an estimated $265K.
  • Meridian Wealth Advisors first reported a position in Ameriprise Financial in Q3 2019 and held it in 3 quarters.
  • Meridian Wealth Advisors's Ameriprise Financial position peaked at $333K in Q4 2019.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Meridian Wealth Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.