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Occudo Quantitative Strategies’s Ameriprise Financial AMP Stock Holding History

Occudo Quantitative Strategies’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
-2,747
Closed -$825K – 1117
2022
Q1 		$825K Sell
2,747
-6,999
-72% -$2.12M 0.07% 451
2021
Q4 		$2.94M Buy
9,746
+5,460
+127% +$1.61M 0.26% 90
2021
Q3 		$1.13M Buy
+4,286
New +$1.12M 0.14% 233
2021
Q1 		– Sell
-2,066
Closed -$401K – 737
2020
Q4 		$401K Buy
+2,066
New +$370K 0.13% 319

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
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

Occudo Quantitative Strategies's AMP Position: Q2 2022 in Review

Occudo Quantitative Strategies sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 2,747 shares — an estimated $825K sold.

Occudo Quantitative Strategies first reported a position in AMP in Q4 2020 and held it in 4 quarters. The position peaked at $2.94M in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Occudo Quantitative Strategies reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 2,747 Ameriprise Financial shares in Q2 2022, an estimated $825K.
  • Occudo Quantitative Strategies first reported a position in Ameriprise Financial in Q4 2020 and held it in 4 quarters.
  • Occudo Quantitative Strategies's Ameriprise Financial position peaked at $2.94M in Q4 2021.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2022, filed 15 Aug 2022.