Sageworth Trust’s Ameriprise Financial AMP Stock Holding History

Sageworth Trust’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 Q3	–	Sell	-7	Closed	-$1K	–	191
2020 Q2	$1K	Buy	+7	New	+$897	﹤0.01%	173

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

Sageworth Trust's AMP Position: Q3 2020 in Review

Sageworth Trust sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Sageworth Trust first reported a position in AMP in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

Sageworth Trust reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
Sageworth Trust sold 7 Ameriprise Financial shares in Q3 2020, an estimated $1K.
Sageworth Trust first reported a position in Ameriprise Financial in Q2 2020 and held it in 1 quarter.
Sageworth Trust's Ameriprise Financial position peaked at $1K in Q2 2020.
770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Sageworth Trust's 13F filing for Q3 2020, filed 4 Nov 2020.