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Sierra Capital’s Ameriprise Financial AMP Stock Holding History

Sierra Capital’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
Q1 		– Sell
-10
Closed -$3K – 206
2022
Q4 		$3K Hold
10
– – ﹤0.01% 450
2022
Q3 		$3K Sell
10
-524
-98% -$138K ﹤0.01% 451
2022
Q2 		$127K Sell
534
-78
-13% -$20.9K 0.02% 246
2022
Q1 		$184K Sell
612
-72
-11% -$21.8K 0.03% 225
2021
Q4 		$206K Buy
684
+44
+7% +$13K 0.03% 222
2021
Q3 		$169K Buy
640
+212
+50% +$55.5K 0.03% 213
2021
Q2 		$107K Buy
428
+62
+17% +$15.6K 0.02% 242
2021
Q1 		$85K Buy
+366
New +$79.1K 0.02% 251

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 $3.38T 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
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

Sierra Capital's AMP Position: Q1 2023 in Review

Sierra Capital sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 10 shares — an estimated $3K sold.

Sierra Capital first reported a position in AMP in Q1 2021 and held it in 8 quarters. The position peaked at $206K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Sierra Capital reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 10 Ameriprise Financial shares in Q1 2023, an estimated $3K.
  • Sierra Capital first reported a position in Ameriprise Financial in Q1 2021 and held it in 8 quarters.
  • Sierra Capital's Ameriprise Financial position peaked at $206K in Q4 2021.
  • 1,037 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.