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One Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

One Wealth Advisors’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
-85
Closed -$26.5K – 219
2022
Q4 		$26.5K Buy
+85
New +$25.9K 0.01% 489
2022
Q1 		– Sell
-1,397
Closed -$421K – 200
2021
Q4 		$421K Sell
1,397
-879
-39% -$260K 0.11% 99
2021
Q3 		$601K Sell
2,276
-1,474
-39% -$386K 0.18% 72
2021
Q2 		$933K Sell
3,750
-207
-5% -$52.2K 0.3% 45
2021
Q1 		$920K Buy
3,957
+158
+4% +$34.2K 0.35% 34
2020
Q4 		$738K Sell
3,799
-144
-4% -$25.8K 0.4% 21
2020
Q3 		$608K Sell
3,943
-611
-13% -$94.1K 0.42% 18
2020
Q2 		$683K Sell
4,554
-519
-10% -$66.5K 0.54% 12
2020
Q1 		$520K Sell
5,073
-2,087
-29% -$309K 0.52% 21
2019
Q4 		$1.19M Sell
7,160
-320
-4% -$49.6K 0.88% 11
2019
Q3 		$1.1M Sell
7,480
-1,191
-14% -$167K 0.96% 8
2019
Q2 		$1.26M Sell
8,671
-246
-3% -$35.6K 1.04% 8
2019
Q1 		$1.14M Buy
8,917
+5,004
+128% +$621K 0.93% 8
2018
Q4 		$408K Sell
3,913
-4,011
-51% -$504K 0.41% 35
2018
Q3 		$1.17M Buy
7,924
+549
+7% +$78.6K 0.9% 10
2018
Q2 		$1.03M Buy
7,375
+1,420
+24% +$201K 0.82% 11
2018
Q1 		$881K Buy
5,955
+2,539
+74% +$414K 0.78% 9
2017
Q4 		$579K Buy
+3,416
New +$547K 0.47% 25

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

One Wealth Advisors's AMP Position: Q1 2023 in Review

One Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 85 shares — an estimated $26.5K sold.

One Wealth Advisors first reported a position in AMP in Q4 2017 and held it in 18 quarters. The position peaked at $1.26M in Q2 2019. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • One Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 85 Ameriprise Financial shares in Q1 2023, an estimated $26.5K.
  • One Wealth Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 18 quarters.
  • One Wealth Advisors's Ameriprise Financial position peaked at $1.26M in Q2 2019.
  • 1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.