S.A. Mason’s Ameriprise Financial AMP Stock Holding History

S.A. Mason’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
2020 Q2	–	Sell	-126	Closed	-$13K	–	284
2020 Q1	$13K	Hold	126	–	–	0.02%	295
2019 Q4	$21K	Buy	+126	New	+$19.5K	0.02%	289

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

S.A. Mason's AMP Position: Q2 2020 in Review

S.A. Mason sold out of Ameriprise Financial (AMP) in Q2 2020, closing a stake of 126 shares — an estimated $13K sold.

S.A. Mason first reported a position in AMP in Q4 2019 and held it in 2 quarters. The position peaked at $21K in Q4 2019. 755 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

S.A. Mason reported no remaining Ameriprise Financial position as of Q2 2020 after selling out during the quarter.
S.A. Mason sold 126 Ameriprise Financial shares in Q2 2020, an estimated $13K.
S.A. Mason first reported a position in Ameriprise Financial in Q4 2019 and held it in 2 quarters.
S.A. Mason's Ameriprise Financial position peaked at $21K in Q4 2019.
755 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on S.A. Mason's 13F filing for Q2 2020, filed 27 Jul 2020.