SIM
AMP icon

Sonora Investment Management’s Ameriprise Financial AMP Stock Holding History

Sonora Investment 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
2021
Q3 		$119K Sell
450
-76
-14% -$19.9K 0.01% 280
2021
Q2 		$131K Buy
+526
New +$133K 0.02% 247

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
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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sonora Investment Management's AMP Position: Q3 2021 in Review

Sonora Investment Management reduced its Ameriprise Financial (AMP) stake by 14% in Q3 2021, selling an estimated $19.9K and leaving 450 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #280.

Sonora Investment Management first reported a position in AMP in Q2 2021 and has held it in 2 quarters since. The position peaked at $131K in Q2 2021. 925 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Sonora Investment Management held 450 shares of Ameriprise Financial worth $119K as of Q3 2021.
  • Sonora Investment Management sold 76 Ameriprise Financial shares in Q3 2021, an estimated $19.9K.
  • Ameriprise Financial made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #280 holding.
  • Sonora Investment Management first reported a position in Ameriprise Financial in Q2 2021 and has held it in 2 quarters since.
  • Sonora Investment Management's Ameriprise Financial position peaked at $131K in Q2 2021.
  • 925 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.