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Regent Peak Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-134
Closed -$26K – 196
2020
Q4 		$26K Buy
+134
New +$24K 0.01% 408

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Regent Peak Wealth Advisors's AMP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 134 shares — an estimated $26K sold.

Regent Peak Wealth Advisors first reported a position in AMP in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 134 Ameriprise Financial shares in Q1 2021, an estimated $26K.
  • Regent Peak Wealth Advisors first reported a position in Ameriprise Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ameriprise Financial position peaked at $26K in Q4 2020.
  • 882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.