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MPS Loria Financial Planners’s Ameriprise Financial AMP Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-16
Closed -$3K – 115
2021
Q1 		$3K Hold
16
– – ﹤0.01% 387
2020
Q4 		$3K Buy
+16
New +$2.86K ﹤0.01% 406

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MPS Loria Financial Planners's AMP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 16 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in AMP in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 890 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 16 Ameriprise Financial shares in Q2 2021, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Ameriprise Financial in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Ameriprise Financial position peaked at $3K in Q1 2021.
  • 890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.