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Private Capital Group’s Ameriprise Financial AMP Stock Holding History

Private Capital 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
2022
Q2 		$66K Sell
278
-186
-40% -$49.8K 0.05% 375
2022
Q1 		$139K Sell
464
-34
-7% -$10.3K 0.03% 317
2021
Q4 		$150K Hold
498
– – 0.03% 301
2021
Q3 		$132K Sell
498
-16
-3% -$4.18K 0.03% 326
2021
Q2 		$128K Sell
514
-155
-23% -$39.1K 0.03% 329
2021
Q1 		$156K Sell
669
-834
-55% -$180K 0.04% 264
2020
Q4 		$292K Sell
1,503
-48
-3% -$8.59K 0.05% 236
2020
Q3 		$239K Buy
1,551
+1,251
+417% +$193K 0.05% 243
2020
Q2 		$45K Sell
300
-246
-45% -$31.5K 0.01% 766
2020
Q1 		$56K Sell
546
-61
-10% -$9.04K 0.01% 591
2019
Q4 		$101K Sell
607
-1,445
-70% -$224K 0.02% 443
2019
Q3 		$302K Buy
2,052
+63
+3% +$8.83K 0.05% 204
2019
Q2 		$278K Sell
1,989
-116
-6% -$16.8K 0.06% 184
2019
Q1 		$270K Buy
2,105
+203
+11% +$25.2K 0.05% 216
2018
Q4 		$199K Sell
1,902
-371
-16% -$46.6K 0.04% 232
2018
Q3 		$335K Buy
2,273
+139
+7% +$19.9K 0.07% 182
2018
Q2 		$298K Hold
2,134
– – 0.06% 184
2018
Q1 		$316K Buy
2,134
+1,834
+611% +$299K 0.07% 172
2017
Q4 		$304K Buy
+300
New +$48.1K 0.07% 178

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Private Capital Group's AMP Position: Q2 2022 in Review

Private Capital Group reduced its Ameriprise Financial (AMP) stake by 40% in Q2 2022, selling an estimated $49.8K and leaving 278 shares worth $66K. The position accounts for 0.05% of the portfolio, ranked #375.

Private Capital Group first reported a position in AMP in Q4 2017 and has held it in 19 quarters since. The position peaked at $335K in Q3 2018. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Private Capital Group held 278 shares of Ameriprise Financial worth $66K as of Q2 2022.
  • Private Capital Group sold 186 Ameriprise Financial shares in Q2 2022, an estimated $49.8K.
  • Ameriprise Financial made up 0.05% of Private Capital Group's portfolio in Q2 2022, its #375 holding.
  • Private Capital Group first reported a position in Ameriprise Financial in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's Ameriprise Financial position peaked at $335K in Q3 2018.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.