Reilly Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Reilly Financial 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 Q4	$81K	Buy	269 +17	+7%	+$5.03K	0.01%	320
2021 Q3	$66K	Hold	252	–	–	0.01%	332
2021 Q2	$63K	Buy	+252	New	+$63.5K	0.01%	340
2020 Q3	–	Sell	-40	Closed	-$6K	–	834
2020 Q2	$6K	Buy	+40	New	+$5.13K	﹤0.01%	669
2019 Q2	–	Sell	-93	Closed	-$12K	–	939
2019 Q1	$12K	Hold	93	–	–	﹤0.01%	630
2018 Q4	$10K	Hold	93	–	–	﹤0.01%	641
2018 Q3	$14K	Hold	93	–	–	﹤0.01%	620
2018 Q2	$13K	Hold	93	–	–	﹤0.01%	600
2018 Q1	$14K	Buy	+93	New	+$15.2K	﹤0.01%	570

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Reilly Financial Advisors's AMP Position: Q4 2021 in Review

Reilly Financial Advisors increased its Ameriprise Financial (AMP) stake by 6.7% in Q4 2021, buying an estimated $5.03K and bringing the position to 269 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #320.

Reilly Financial Advisors first reported a position in AMP in Q1 2018 and has held it in 9 quarters since. 986 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

Reilly Financial Advisors held 269 shares of Ameriprise Financial worth $81K as of Q4 2021.
Reilly Financial Advisors bought 17 Ameriprise Financial shares in Q4 2021, an estimated $5.03K.
Ameriprise Financial made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #320 holding.
Reilly Financial Advisors first reported a position in Ameriprise Financial in Q1 2018 and has held it in 9 quarters since.
986 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.