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Pinnacle Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Pinnacle Wealth 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
2021
Q2 		$219K Buy
+880
New +$222K 0.01% 349

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Pinnacle Wealth Advisors's AMP Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Ameriprise Financial (AMP) in Q2 2021: 880 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

890 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Pinnacle Wealth Advisors held 880 shares of Ameriprise Financial worth $219K as of Q2 2021.
  • Ameriprise Financial was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Ameriprise Financial made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #349 holding.
  • 890 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.