Richard Bernstein Advisors’s Ameriprise Financial AMP Stock Holding History

Richard Bernstein 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
2022 Q4	–	Sell	-4,207	Closed	-$1.06M	–	209
2022 Q3	$1.06M	Sell	4,207 -18	-0.4%	-$4.74K	0.03%	187
2022 Q2	$1M	Buy	4,225 +18	+0.4%	+$4.82K	0.02%	206
2022 Q1	$1.26M	Hold	4,207	–	–	0.03%	222
2021 Q4	$1.27M	Buy	+4,207	New	+$1.24M	0.02%	234
2021 Q1	–	Sell	-3,661	Closed	-$711K	–	298
2020 Q4	$711K	Hold	3,661	–	–	0.02%	256
2020 Q3	$564K	Hold	3,661	–	–	0.02%	224
2020 Q2	$549K	Sell	3,661 -6,478	-64%	-$831K	0.02%	221
2020 Q1	$1.04M	Hold	10,139	–	–	0.04%	163
2019 Q4	$1.69M	Sell	10,139 -6,599	-39%	-$1.02M	0.05%	184
2019 Q3	$2.46M	Hold	16,738	–	–	0.08%	173
2019 Q2	$2.43M	Hold	16,738	–	–	0.08%	171
2019 Q1	$2.14M	Hold	16,738	–	–	0.07%	205
2018 Q4	$1.75M	Hold	16,738	–	–	0.06%	257
2018 Q3	$2.47M	Hold	16,738	–	–	0.07%	260
2018 Q2	$2.34M	Sell	16,738 -33,604	-67%	-$4.76M	0.08%	239
2018 Q1	$7.45M	Sell	50,342 -50	-0.1%	-$8.16K	0.26%	62
2017 Q4	$8.54M	Buy	50,392 +2,466	+5%	+$395K	0.37%	48
2017 Q3	$7.12M	Hold	47,926	–	–	0.49%	49
2017 Q2	$6.1M	Hold	47,926	–	–	0.47%	59
2017 Q1	$6.21M	Hold	47,926	–	–	0.48%	57
2016 Q4	$5.32M	Hold	47,926	–	–	0.45%	74
2016 Q3	$4.78M	Buy	47,926 +23,018	+92%	+$2.23M	0.46%	69
2016 Q2	$2.24M	Hold	24,908	–	–	0.21%	200
2016 Q1	$2.34M	Buy	+24,908	New	+$2.23M	0.23%	185

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Richard Bernstein Advisors's AMP Position: Q4 2022 in Review

Richard Bernstein Advisors sold out of Ameriprise Financial (AMP) in Q4 2022, closing a stake of 4,207 shares — an estimated $1.06M sold.

Richard Bernstein Advisors first reported a position in AMP in Q1 2016 and held it in 24 quarters. The position peaked at $8.54M in Q4 2017. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

Richard Bernstein Advisors reported no remaining Ameriprise Financial position as of Q4 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 4,207 Ameriprise Financial shares in Q4 2022, an estimated $1.06M.
Richard Bernstein Advisors first reported a position in Ameriprise Financial in Q1 2016 and held it in 24 quarters.
Richard Bernstein Advisors's Ameriprise Financial position peaked at $8.54M in Q4 2017.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on Richard Bernstein Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.