Phase 2 Partners’s Ameriprise Financial AMP Stock Holding History

Phase 2 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
2022 Q1	–	Sell	-16,730	Closed	-$5.05M	–	22
2021 Q4	$5.05M	Buy	+16,730	New	+$4.95M	3.13%	16

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Phase 2 Partners's AMP Position: Q1 2022 in Review

Phase 2 Partners sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 16,730 shares — an estimated $5.05M sold.

Phase 2 Partners first reported a position in AMP in Q4 2021 and held it in 1 quarter. The position peaked at $5.05M in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

Phase 2 Partners reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
Phase 2 Partners sold 16,730 Ameriprise Financial shares in Q1 2022, an estimated $5.05M.
Phase 2 Partners first reported a position in Ameriprise Financial in Q4 2021 and held it in 1 quarter.
Phase 2 Partners's Ameriprise Financial position peaked at $5.05M in Q4 2021.
994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Phase 2 Partners's 13F filing for Q1 2022, filed 16 May 2022.