PWM
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Provident Wealth Management’s Ameriprise Financial AMP Stock Holding History

Provident Wealth Management’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
2020
Q4 		– Sell
-206
Closed -$32K – 72
2020
Q3 		$32K Buy
+206
New +$31.7K 0.04% 112

Other funds holding AMP

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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Provident Wealth Management's AMP Position: Q4 2020 in Review

Provident Wealth Management sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 206 shares — an estimated $32K sold.

Provident Wealth Management first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Provident Wealth Management reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 206 Ameriprise Financial shares in Q4 2020, an estimated $32K.
  • Provident Wealth Management first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Ameriprise Financial position peaked at $32K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.