PWS
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Paragon Wealth Strategies’s Ameriprise Financial AMP Stock Holding History

Paragon Wealth Strategies’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
-12
Closed -$3K – 58
2021
Q2 		$3K Buy
+12
New +$3.02K ﹤0.01% 250

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

Paragon Wealth Strategies's AMP Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 12 shares — an estimated $3K sold.

Paragon Wealth Strategies first reported a position in AMP in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 12 Ameriprise Financial shares in Q3 2021, an estimated $3K.
  • Paragon Wealth Strategies first reported a position in Ameriprise Financial in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's Ameriprise Financial position peaked at $3K in Q2 2021.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.