RWB
AMP icon

RMR Wealth Builders’s Ameriprise Financial AMP Stock Holding History

RMR Wealth Builders’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
2019
Q4 		$17K Buy
+100
New +$15.5K 0.02% 319

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 $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

RMR Wealth Builders's AMP Position: Q4 2019 in Review

RMR Wealth Builders opened a new position in Ameriprise Financial (AMP) in Q4 2019: 100 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #319 among its holdings.

828 funds tracked by Wall St. Rank hold AMP as of Q4 2019.

  • RMR Wealth Builders held 100 shares of Ameriprise Financial worth $17K as of Q4 2019.
  • Ameriprise Financial was a new RMR Wealth Builders position in Q4 2019.
  • Ameriprise Financial made up 0.02% of RMR Wealth Builders's portfolio in Q4 2019, its #319 holding.
  • 828 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2019.

Based on RMR Wealth Builders's 13F filing for Q4 2019, filed 3 Mar 2020.