MCC
AMP icon

Money Concepts Capital’s Ameriprise Financial AMP Stock Holding History

Money Concepts Capital’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
-218
Closed -$67.8K – 559
2022
Q4 		$67.8K Buy
218
+21
+11% +$6.41K ﹤0.01% 1136
2022
Q3 		$50K Sell
197
-69
-26% -$18.2K ﹤0.01% 709
2022
Q2 		$63K Buy
266
+17
+7% +$4.55K 0.01% 661
2022
Q1 		$75K Buy
+249
New +$75.3K ﹤0.01% 1084

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

Money Concepts Capital's AMP Position: Q1 2023 in Review

Money Concepts Capital sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 218 shares — an estimated $67.8K sold.

Money Concepts Capital first reported a position in AMP in Q1 2022 and held it in 4 quarters. The position peaked at $75K in Q1 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Money Concepts Capital reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 218 Ameriprise Financial shares in Q1 2023, an estimated $67.8K.
  • Money Concepts Capital first reported a position in Ameriprise Financial in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Ameriprise Financial position peaked at $75K in Q1 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.