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Next Financial Group’s Ameriprise Financial AMP Stock Holding History

Next Financial 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
2021
Q4 		$118K Buy
392
+186
+90% +$55K 0.01% 1086
2021
Q3 		$55K Buy
206
+22
+12% +$5.75K ﹤0.01% 1369
2021
Q2 		$46K Sell
184
-1,487
-89% -$375K ﹤0.01% 1414
2021
Q1 		$388K Buy
1,671
+1,497
+860% +$324K 0.03% 523
2020
Q4 		$34K Buy
174
+89
+105% +$15.9K ﹤0.01% 1324
2020
Q3 		$13K Buy
+85
New +$13.1K ﹤0.01% 1540
2020
Q2 		– Sell
-196
Closed -$20K – 648
2020
Q1 		$20K Sell
196
-6
-3% -$889 ﹤0.01% 1266
2019
Q4 		$34K Sell
202
-35
-15% -$5.42K ﹤0.01% 1341
2019
Q3 		$35K Buy
237
+1
+0.4% +$140 ﹤0.01% 1254
2019
Q2 		$34K Buy
236
+75
+47% +$10.8K ﹤0.01% 1284
2019
Q1 		$21K Sell
161
-69
-30% -$8.56K 0.01% 946
2018
Q4 		$24K Sell
230
-25
-10% -$3.14K 0.01% 1029
2018
Q3 		$38K Buy
+255
New +$36.5K 0.02% 599
2017
Q4 		– Sell
-272
Closed -$42K – 318
2017
Q3 		$42K Buy
272
+211
+346% +$29.5K 0.01% 744
2017
Q2 		$8K Hold
61
– – ﹤0.01% 1386
2017
Q1 		$8K Sell
61
-711
-92% -$88K ﹤0.01% 1346
2016
Q4 		$86K Sell
772
-118
-13% -$12.5K 0.02% 739
2016
Q3 		$89K Buy
890
+604
+211% +$58.5K 0.02% 710
2016
Q2 		$25K Hold
286
– – 0.01% 878
2016
Q1 		$26K Buy
286
+225
+369% +$20.2K 0.01% 833
2015
Q4 		$6K Buy
61
+37
+154% +$4.13K ﹤0.01% 1327
2015
Q3 		$2K Buy
24
+3
+14% +$354 ﹤0.01% 1595
2015
Q2 		$2K Sell
21
-90
-81% -$11.5K ﹤0.01% 1646
2015
Q1 		$14K Hold
111
– – ﹤0.01% 1121
2014
Q4 		$15K Sell
111
-581
-84% -$73.5K 0.01% 1080
2014
Q3 		$85K Sell
692
-65
-9% -$7.98K 0.02% 712
2014
Q2 		$90K Buy
+757
New +$84.7K 0.05% 245

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

Next Financial Group's AMP Position: Q4 2021 in Review

Next Financial Group increased its Ameriprise Financial (AMP) stake by 90% in Q4 2021, buying an estimated $55K and bringing the position to 392 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #1086.

Next Financial Group first reported a position in AMP in Q2 2014 and has held it in 27 quarters since. The position peaked at $388K in Q1 2021. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

  • Next Financial Group held 392 shares of Ameriprise Financial worth $118K as of Q4 2021.
  • Next Financial Group bought 186 Ameriprise Financial shares in Q4 2021, an estimated $55K.
  • Ameriprise Financial made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1086 holding.
  • Next Financial Group first reported a position in Ameriprise Financial in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Ameriprise Financial position peaked at $388K in Q1 2021.
  • 985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.