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Schubert & Co’s Ameriprise Financial AMP Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-59
Closed -$18.1K – 110
2023
Q1 		$18.1K Sell
59
-6
-9% -$1.97K 0.02% 139
2022
Q4 		$20.2K Buy
65
+7
+12% +$2.13K 0.02% 113
2022
Q3 		$15K Buy
58
+23
+66% +$6.05K 0.01% 128
2022
Q2 		$8K Buy
35
+21
+150% +$5.63K 0.01% 202
2022
Q1 		$4K Buy
14
+2
+17% +$605 ﹤0.01% 190
2021
Q4 		$4K Buy
+12
New +$3.55K ﹤0.01% 147

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Schubert & Co's AMP Position: Q2 2023 in Review

Schubert & Co sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 59 shares — an estimated $18.1K sold.

Schubert & Co first reported a position in AMP in Q4 2021 and held it in 6 quarters. The position peaked at $20.2K in Q4 2022. 1,078 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

  • Schubert & Co reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 59 Ameriprise Financial shares in Q2 2023, an estimated $18.1K.
  • Schubert & Co first reported a position in Ameriprise Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Ameriprise Financial position peaked at $20.2K in Q4 2022.
  • 1,078 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.