Phoenix Financial’s Ameriprise Financial AMP Stock Holding History

Phoenix Financial’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 Q2	–	Sell	-3,796	Closed	-$1.18M	–	378
2022 Q1	$1.18M	Sell	3,796 -398	-9%	-$120K	0.02%	248
2021 Q4	$1.28M	Sell	4,194 -1,117	-21%	-$330K	0.02%	229
2021 Q3	$1.44M	Buy	+5,311	New	+$1.39M	0.02%	243
2021 Q2	–	Sell	-9,754	Closed	-$2.27M	–	302
2021 Q1	$2.27M	Buy	+9,754	New	+$2.11M	0.05%	200

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Phoenix Financial's AMP Position: Q2 2022 in Review

Phoenix Financial sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 3,796 shares — an estimated $1.18M sold.

Phoenix Financial first reported a position in AMP in Q1 2021 and held it in 4 quarters. The position peaked at $2.27M in Q1 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Phoenix Financial reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Phoenix Financial sold 3,796 Ameriprise Financial shares in Q2 2022, an estimated $1.18M.
Phoenix Financial first reported a position in Ameriprise Financial in Q1 2021 and held it in 4 quarters.
Phoenix Financial's Ameriprise Financial position peaked at $2.27M in Q1 2021.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.