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Security National Trust’s Ameriprise Financial AMP Stock Holding History

Security National 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
2021
Q1 		– Sell
-31
Closed -$6K – 389
2020
Q4 		$6K Hold
31
– – ﹤0.01% 371
2020
Q3 		$5K Hold
31
– – ﹤0.01% 376
2020
Q2 		$5K Hold
31
– – ﹤0.01% 374
2020
Q1 		$3K Buy
+31
New +$4.59K ﹤0.01% 423
2016
Q1 		– Sell
-18
Closed -$2K – 458
2015
Q4 		$2K Buy
+18
New +$2.01K ﹤0.01% 449

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Security National Trust's AMP Position: Q1 2021 in Review

Security National Trust sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 31 shares — an estimated $6K sold.

Security National Trust first reported a position in AMP in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • Security National Trust reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 31 Ameriprise Financial shares in Q1 2021, an estimated $6K.
  • Security National Trust first reported a position in Ameriprise Financial in Q4 2015 and held it in 5 quarters.
  • Security National Trust's Ameriprise Financial position peaked at $6K in Q4 2020.
  • 882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.