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Meridian Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Meridian Wealth 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
2021
Q2 		– Sell
-40
Closed -$9K – 143
2021
Q1 		$9K Buy
+40
New +$8.65K ﹤0.01% 469

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Aristotle Capital Management
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JP Morgan Chase
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Bank of New York Mellon
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Meridian Wealth Partners's AMP Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 40 shares — an estimated $9K sold.

Meridian Wealth Partners first reported a position in AMP in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 890 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 40 Ameriprise Financial shares in Q2 2021, an estimated $9K.
  • Meridian Wealth Partners first reported a position in Ameriprise Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Ameriprise Financial position peaked at $9K in Q1 2021.
  • 890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.