Mid Atlantic Financial Management’s Ameriprise Financial AMP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$497K	Sell	1,883 -7	-0.4%	-$1.83K	0.03%	451
2021 Q2	$470K	Buy	1,890 +11	+0.6%	+$2.77K	0.03%	489
2021 Q1	$437K	Buy	1,879 +1	+0.1%	+$216	0.03%	481
2020 Q4	$365K	Buy	1,878 +452	+32%	+$80.9K	0.03%	502
2020 Q3	$261K	Sell	1,426 -5,228	-79%	-$805K	0.02%	569
2020 Q2	$998K	Buy	6,654 +552	+9%	+$70.8K	0.1%	190
2020 Q1	$625K	Buy	6,102 +62	+1%	+$9.19K	0.07%	253
2019 Q4	$1.01M	Sell	6,040 -479	-7%	-$74.2K	0.09%	219
2019 Q3	$959K	Buy	6,519 +186	+3%	+$26.1K	0.1%	203
2019 Q2	$919K	Buy	6,333 +539	+9%	+$77.9K	0.1%	222
2019 Q1	$742K	Sell	5,794 -308	-5%	-$38.2K	0.08%	261
2018 Q4	$637K	Buy	+6,102	New	+$766K	0.08%	267

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Mid Atlantic Financial Management's AMP Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Ameriprise Financial (AMP) stake by 0.37% in Q3 2021, selling an estimated $1.83K and leaving 1,883 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #451.

Mid Atlantic Financial Management first reported a position in AMP in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2019. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Mid Atlantic Financial Management held 1,883 shares of Ameriprise Financial worth $497K as of Q3 2021.
Mid Atlantic Financial Management sold 7 Ameriprise Financial shares in Q3 2021, an estimated $1.83K.
Ameriprise Financial made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #451 holding.
Mid Atlantic Financial Management first reported a position in Ameriprise Financial in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Ameriprise Financial position peaked at $1.01M in Q4 2019.
923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.