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Oliver Lagore Vanvalin Investment Group’s Ameriprise Financial AMP Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q2 		– Sell
-25
Closed -$7.66K – 779
2023
Q1 		$7.66K Hold
25
– – ﹤0.01% 428
2022
Q4 		$7.78K Hold
25
– – ﹤0.01% 397
2022
Q3 		$6K Buy
+25
New +$6.58K ﹤0.01% 401

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

Oliver Lagore Vanvalin Investment Group's AMP Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 25 shares — an estimated $7.66K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in AMP in Q3 2022 and held it in 3 quarters. The position peaked at $7.78K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 25 Ameriprise Financial shares in Q2 2023, an estimated $7.66K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Ameriprise Financial in Q3 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Ameriprise Financial position peaked at $7.78K in Q4 2022.
  • 1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.