SWP
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ShoreHaven Wealth Partners’s Ameriprise Financial AMP Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-11
Closed -$3K – 69
2021
Q1 		$3K Sell
11
-2
-15% -$432 ﹤0.01% 232
2020
Q4 		$3K Buy
+13
New +$2.33K ﹤0.01% 206

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ShoreHaven Wealth Partners's AMP Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 11 shares — an estimated $3K sold.

ShoreHaven Wealth Partners first reported a position in AMP in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 11 Ameriprise Financial shares in Q2 2021, an estimated $3K.
  • ShoreHaven Wealth Partners first reported a position in Ameriprise Financial in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Ameriprise Financial position peaked at $3K in Q1 2021.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.