OAM
AMP icon

Optimal Asset Management’s Ameriprise Financial AMP Stock Holding History

Optimal Asset Management’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
Q3 		$370K Hold
1,400
– – 0.05% 323
2021
Q2 		$348K Hold
1,400
– – 0.04% 334
2021
Q1 		$325K Buy
+1,400
New +$303K 0.04% 332

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Optimal Asset Management's AMP Position: Q3 2021 in Review

Optimal Asset Management held its Ameriprise Financial (AMP) position steady in Q3 2021 at 1,400 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #323.

Optimal Asset Management first reported a position in AMP in Q1 2021 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Optimal Asset Management held 1,400 shares of Ameriprise Financial worth $370K as of Q3 2021.
  • Optimal Asset Management left its Ameriprise Financial share count unchanged in Q3 2021.
  • Ameriprise Financial made up 0.05% of Optimal Asset Management's portfolio in Q3 2021, its #323 holding.
  • Optimal Asset Management first reported a position in Ameriprise Financial in Q1 2021 and has held it in 3 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.