MilWealth Group’s Ameriprise Financial AMP Stock Holding History

MilWealth Group’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 Q2	–	Sell	-1	Closed	-$301	–	72
2022 Q1	$301	Sell	1 -3	-75%	-$908	﹤0.01%	77
2021 Q4	$1.21K	Hold	4	–	–	﹤0.01%	145
2021 Q3	$1.06K	Buy	+4	New	+$1.05K	﹤0.01%	160

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

MilWealth Group's AMP Position: Q2 2022 in Review

MilWealth Group sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 1 share — an estimated $301 sold.

MilWealth Group first reported a position in AMP in Q3 2021 and held it in 3 quarters. The position peaked at $1.21K in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

MilWealth Group reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
MilWealth Group sold 1 Ameriprise Financial share in Q2 2022, an estimated $301.
MilWealth Group first reported a position in Ameriprise Financial in Q3 2021 and held it in 3 quarters.
MilWealth Group's Ameriprise Financial position peaked at $1.21K in Q4 2021.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on MilWealth Group's 13F filing for Q2 2022, filed 9 May 2023.