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Ovata Capital Management’s Ameriprise Financial AMP Stock Holding History

Ovata Capital 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
2020
Q3 		– Sell
-241
Closed -$36K – 76
2020
Q2 		$36K Buy
+241
New +$30.9K 0.01% 125

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ovata Capital Management's AMP Position: Q3 2020 in Review

Ovata Capital Management sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 241 shares — an estimated $36K sold.

Ovata Capital Management first reported a position in AMP in Q2 2020 and held it in 1 quarter. The position peaked at $36K in Q2 2020. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Ovata Capital Management reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • Ovata Capital Management sold 241 Ameriprise Financial shares in Q3 2020, an estimated $36K.
  • Ovata Capital Management first reported a position in Ameriprise Financial in Q2 2020 and held it in 1 quarter.
  • Ovata Capital Management's Ameriprise Financial position peaked at $36K in Q2 2020.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.