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Sound Financial Strategies Group’s Ameriprise Financial AMP Stock Holding History

Sound Financial Strategies Group’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
Q1 		– Sell
-2,501
Closed -$754K – 69
2021
Q4 		$754K Sell
2,501
-122
-5% -$36.1K 0.38% 31
2021
Q3 		$693K Buy
2,623
+81
+3% +$21.2K 0.35% 29
2021
Q2 		$633K Buy
+2,542
New +$641K 0.32% 35

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Sound Financial Strategies Group's AMP Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 2,501 shares — an estimated $754K sold.

Sound Financial Strategies Group first reported a position in AMP in Q2 2021 and held it in 3 quarters. The position peaked at $754K in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 2,501 Ameriprise Financial shares in Q1 2022, an estimated $754K.
  • Sound Financial Strategies Group first reported a position in Ameriprise Financial in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Ameriprise Financial position peaked at $754K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.