Optimum Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Optimum Investment 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
2021 Q3	–	Sell	-208	Closed	-$52K	–	828
2021 Q2	$52K	Hold	208	–	–	0.02%	495
2021 Q1	$48K	Hold	208	–	–	0.01%	509
2020 Q4	$40K	Sell	208 -110	-35%	-$19.7K	0.01%	513
2020 Q3	$49K	Hold	318	–	–	0.02%	446
2020 Q2	$48K	Buy	318 +74	+30%	+$9.49K	0.02%	448
2020 Q1	$25K	Sell	244 -74	-23%	-$11K	0.01%	527
2019 Q4	$53K	Hold	318	–	–	0.02%	506
2019 Q3	$47K	Hold	318	–	–	0.01%	524
2019 Q2	$46K	Hold	318	–	–	0.01%	519
2019 Q1	$41K	Hold	318	–	–	0.01%	544
2018 Q4	$33K	Hold	318	–	–	0.01%	542
2018 Q3	$47K	Hold	318	–	–	0.01%	540
2018 Q2	$44K	Hold	318	–	–	0.01%	552
2018 Q1	$47K	Buy	+318	New	+$51.9K	0.01%	529
2015 Q1	$73K	Hold	558	–	–	0.02%	428
2014 Q4	$74K	Hold	558	–	–	0.02%	420
2014 Q3	$69K	Sell	558 -70	-11%	-$8.59K	0.02%	410
2014 Q2	$75K	Hold	628	–	–	0.02%	391
2014 Q1	$69K	Hold	628	–	–	0.03%	353
2013 Q4	$72K	Hold	628	–	–	0.03%	342
2013 Q3	$57K	Buy	+628	New	+$55.5K	0.02%	355

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Optimum Investment Advisors's AMP Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 208 shares — an estimated $52K sold.

Optimum Investment Advisors first reported a position in AMP in Q3 2013 and held it in 21 quarters. The position peaked at $75K in Q2 2014. 925 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Optimum Investment Advisors reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 208 Ameriprise Financial shares in Q3 2021, an estimated $52K.
Optimum Investment Advisors first reported a position in Ameriprise Financial in Q3 2013 and held it in 21 quarters.
Optimum Investment Advisors's Ameriprise Financial position peaked at $75K in Q2 2014.
925 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.