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Selective Wealth Management’s Ameriprise Financial AMP Stock Holding History

Selective Wealth 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
-150
Closed -$45K – 751
2022
Q1 		$45K Hold
150
– – 0.02% 320
2021
Q4 		$45K Buy
+150
New +$44.4K 0.02% 285

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Selective Wealth Management's AMP Position: Q2 2022 in Review

Selective Wealth Management sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 150 shares — an estimated $45K sold.

Selective Wealth Management first reported a position in AMP in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q1 2022. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

  • Selective Wealth Management reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 150 Ameriprise Financial shares in Q2 2022, an estimated $45K.
  • Selective Wealth Management first reported a position in Ameriprise Financial in Q4 2021 and held it in 2 quarters.
  • Selective Wealth Management's Ameriprise Financial position peaked at $45K in Q1 2022.
  • 954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.