Rockbridge Investment Management’s Ameriprise Financial AMP Stock Holding History

Rockbridge Investment Management’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 Q2	–	Sell	-52	Closed	-$15.5K	–	654
2022 Q1	$15.5K	Hold	52	–	–	﹤0.01%	443
2021 Q4	$16K	Hold	52	–	–	﹤0.01%	504
2021 Q3	$14K	Hold	52	–	–	﹤0.01%	474
2021 Q2	$13K	Hold	52	–	–	﹤0.01%	483
2021 Q1	$12K	Sell	52 -9	-15%	-$1.95K	﹤0.01%	481
2020 Q4	$12K	Hold	61	–	–	﹤0.01%	482
2020 Q3	$9K	Hold	61	–	–	﹤0.01%	473
2020 Q2	$9K	Buy	+61	New	+$7.82K	﹤0.01%	436

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rockbridge Investment Management's AMP Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 52 shares — an estimated $15.5K sold.

Rockbridge Investment Management first reported a position in AMP in Q2 2020 and held it in 8 quarters. The position peaked at $16K in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Rockbridge Investment Management reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 52 Ameriprise Financial shares in Q2 2022, an estimated $15.5K.
Rockbridge Investment Management first reported a position in Ameriprise Financial in Q2 2020 and held it in 8 quarters.
Rockbridge Investment Management's Ameriprise Financial position peaked at $16K in Q4 2021.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.