Perennial Advisors’s Ameriprise Financial AMP Stock Holding History

Perennial 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
2023 Q2	–	Sell	-679	Closed	-$208K	–	118
2023 Q1	$208K	Buy	+679	New	+$222K	0.06%	102
2021 Q3	–	Sell	-300	Closed	-$75K	–	93
2021 Q2	$75K	Hold	300	–	–	0.02%	127
2021 Q1	$70K	Hold	300	–	–	0.02%	128
2020 Q4	$58K	Buy	+300	New	+$53.7K	0.02%	131
2019 Q1	–	Sell	-140	Closed	-$15K	–	87
2018 Q4	$15K	Hold	140	–	–	0.01%	146
2018 Q3	$21K	Hold	140	–	–	0.01%	140
2018 Q2	$20K	Hold	140	–	–	0.01%	142
2018 Q1	$21K	Hold	140	–	–	0.01%	133
2017 Q4	$24K	Hold	140	–	–	0.01%	136
2017 Q3	$21K	Sell	140 -65	-32%	-$9.08K	0.01%	132
2017 Q2	$26K	Buy	205 +65	+46%	+$8.25K	0.02%	121
2017 Q1	$18K	Hold	140	–	–	0.01%	127
2016 Q4	$16K	Buy	+140	New	+$14.8K	0.01%	137

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Perennial Advisors's AMP Position: Q2 2023 in Review

Perennial Advisors sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 679 shares — an estimated $208K sold.

Perennial Advisors first reported a position in AMP in Q4 2016 and held it in 13 quarters. The position peaked at $208K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

Perennial Advisors reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
Perennial Advisors sold 679 Ameriprise Financial shares in Q2 2023, an estimated $208K.
Perennial Advisors first reported a position in Ameriprise Financial in Q4 2016 and held it in 13 quarters.
Perennial Advisors's Ameriprise Financial position peaked at $208K in Q1 2023.
1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Perennial Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.