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Paces Ferry Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-46
Closed -$7K – 163
2020
Q3 		$7K Buy
+46
New +$7.08K 0.01% 482

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JP Morgan Chase
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LSV Asset Management
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Geode Capital Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Paces Ferry Wealth Advisors's AMP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 46 shares — an estimated $7K sold.

Paces Ferry Wealth Advisors first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 46 Ameriprise Financial shares in Q4 2020, an estimated $7K.
  • Paces Ferry Wealth Advisors first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Ameriprise Financial position peaked at $7K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.