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Quantum Capital Management (California)’s Ameriprise Financial AMP Stock Holding History

Quantum Capital Management (California)’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
Q3 		$24K Buy
162
+10
+7% +$1.54K 0.03% 191
2020
Q2 		$23K Sell
152
-21
-12% -$2.69K 0.01% 259
2020
Q1 		$18K Hold
173
– – 0.01% 273
2019
Q4 		$29K Sell
173
-99
-36% -$15.3K 0.01% 268
2019
Q3 		$40K Buy
+272
New +$38.1K 0.02% 276

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 $47.8B 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 $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Quantum Capital Management (California)'s AMP Position: Q3 2020 in Review

Quantum Capital Management (California) increased its Ameriprise Financial (AMP) stake by 6.6% in Q3 2020, buying an estimated $1.54K and bringing the position to 162 shares worth $24K. The position accounts for 0.03% of the portfolio, ranked #191.

Quantum Capital Management (California) first reported a position in AMP in Q3 2019 and has held it in 5 quarters since. The position peaked at $40K in Q3 2019. 771 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Quantum Capital Management (California) held 162 shares of Ameriprise Financial worth $24K as of Q3 2020.
  • Quantum Capital Management (California) bought 10 Ameriprise Financial shares in Q3 2020, an estimated $1.54K.
  • Ameriprise Financial made up 0.03% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #191 holding.
  • Quantum Capital Management (California) first reported a position in Ameriprise Financial in Q3 2019 and has held it in 5 quarters since.
  • Quantum Capital Management (California)'s Ameriprise Financial position peaked at $40K in Q3 2019.
  • 771 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.