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MinichMacGregor Wealth Management’s Ameriprise Financial AMP Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-6
Closed -$1.87K – 126
2022
Q4 		$1.87K Buy
+6
New +$1.83K ﹤0.01% 565
2016
Q4 		– Sell
-16
Closed -$1K – 449
2016
Q3 		$1K Hold
16
– – ﹤0.01% 393
2016
Q2 		$1K Buy
+16
New +$1.55K ﹤0.01% 379

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

MinichMacGregor Wealth Management's AMP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 6 shares — an estimated $1.87K sold.

MinichMacGregor Wealth Management first reported a position in AMP in Q2 2016 and held it in 3 quarters. The position peaked at $1.87K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6 Ameriprise Financial shares in Q1 2023, an estimated $1.87K.
  • MinichMacGregor Wealth Management first reported a position in Ameriprise Financial in Q2 2016 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Ameriprise Financial position peaked at $1.87K in Q4 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.