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Personal Wealth Partners’s Ameriprise Financial AMP Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-6
Closed -$1K – 89
2019
Q4 		$1K Hold
6
– – ﹤0.01% 381
2019
Q3 		$1K Buy
+6
New +$841 ﹤0.01% 390

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State Street
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Personal Wealth Partners's AMP Position: Q1 2020 in Review

Personal Wealth Partners sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 6 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in AMP in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Personal Wealth Partners reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 6 Ameriprise Financial shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Ameriprise Financial in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Ameriprise Financial position peaked at $1K in Q4 2019.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.