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Polaris Wealth Advisory Group’s Ameriprise Financial AMP Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q3 		– Sell
-15,875
Closed -$2.31M – 149
2019
Q2 		$2.31M Buy
15,875
+7,817
+97% +$1.13M 0.18% 83
2019
Q1 		$1.07M Buy
8,058
+4,892
+155% +$607K 0.08% 104
2018
Q4 		$330K Buy
3,166
+1,540
+95% +$193K 0.03% 119
2018
Q3 		$240K Buy
+1,626
New +$233K 0.02% 145

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Polaris Wealth Advisory Group's AMP Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 15,875 shares — an estimated $2.31M sold.

Polaris Wealth Advisory Group first reported a position in AMP in Q3 2018 and held it in 4 quarters. The position peaked at $2.31M in Q2 2019. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

  • Polaris Wealth Advisory Group reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 15,875 Ameriprise Financial shares in Q3 2019, an estimated $2.31M.
  • Polaris Wealth Advisory Group first reported a position in Ameriprise Financial in Q3 2018 and held it in 4 quarters.
  • Polaris Wealth Advisory Group's Ameriprise Financial position peaked at $2.31M in Q2 2019.
  • 754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.