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Meristem Family Wealth’s Ameriprise Financial AMP Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$795K Sell
2,648
-224
-8% -$67.8K 0.09% 140
2021
Q4 		$866K Sell
2,872
-40
-1% -$11.8K 0.07% 155
2021
Q3 		$769K Buy
2,912
+274
+10% +$71.7K 0.07% 166
2021
Q2 		$657K Buy
2,638
+1,760
+200% +$444K 0.1% 141
2021
Q1 		$204K Buy
+878
New +$190K 0.04% 236

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Meristem Family Wealth's AMP Position: Q1 2022 in Review

Meristem Family Wealth reduced its Ameriprise Financial (AMP) stake by 7.8% in Q1 2022, selling an estimated $67.8K and leaving 2,648 shares worth $795K. The position accounts for 0.09% of the portfolio, ranked #140.

Meristem Family Wealth first reported a position in AMP in Q1 2021 and has held it in 5 quarters since. The position peaked at $866K in Q4 2021. 993 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Meristem Family Wealth held 2,648 shares of Ameriprise Financial worth $795K as of Q1 2022.
  • Meristem Family Wealth sold 224 Ameriprise Financial shares in Q1 2022, an estimated $67.8K.
  • Ameriprise Financial made up 0.09% of Meristem Family Wealth's portfolio in Q1 2022, its #140 holding.
  • Meristem Family Wealth first reported a position in Ameriprise Financial in Q1 2021 and has held it in 5 quarters since.
  • Meristem Family Wealth's Ameriprise Financial position peaked at $866K in Q4 2021.
  • 993 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.