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Prospera Financial Services’s Ameriprise Financial AMP Stock Holding History

Prospera Financial Services’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
Q4 		– Sell
-2,905
Closed -$732K – 895
2022
Q3 		$732K Buy
2,905
+1,454
+100% +$383K 0.04% 437
2022
Q2 		$357K Sell
1,451
-155
-10% -$41.5K 0.02% 593
2022
Q1 		$498K Buy
1,606
+199
+14% +$60.2K 0.02% 593
2021
Q4 		$425K Buy
1,407
+86
+7% +$25.4K 0.02% 616
2021
Q3 		$357K Buy
+1,321
New +$346K 0.02% 621
2020
Q4 		– Sell
-1,114
Closed -$164K – 709
2020
Q3 		$164K Buy
+1,114
New +$172K 0.06% 283
2020
Q1 		– Sell
-1,261
Closed -$210K – 514
2019
Q4 		$210K Buy
+1,261
New +$195K 0.02% 560

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Prospera Financial Services's AMP Position: Q4 2022 in Review

Prospera Financial Services sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 2,905 shares — an estimated $732K sold.

Prospera Financial Services first reported a position in AMP in Q4 2019 and held it in 7 quarters. The position peaked at $732K in Q3 2022. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

  • Prospera Financial Services reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,905 Ameriprise Financial shares in Q4 2022, an estimated $732K.
  • Prospera Financial Services first reported a position in Ameriprise Financial in Q4 2019 and held it in 7 quarters.
  • Prospera Financial Services's Ameriprise Financial position peaked at $732K in Q3 2022.
  • 1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.