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Spearhead Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Spearhead Capital Advisors’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
2020
Q4 		– Sell
-1,800
Closed -$277K – 170
2020
Q3 		$277K Buy
+1,800
New +$277K 0.05% 139

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Spearhead Capital Advisors's AMP Position: Q4 2020 in Review

Spearhead Capital Advisors sold out of Ameriprise Financial (AMP) in Q4 2020, closing a stake of 1,800 shares — an estimated $277K sold.

Spearhead Capital Advisors first reported a position in AMP in Q3 2020 and held it in 1 quarter. The position peaked at $277K in Q3 2020. 851 funds tracked by Wall St. Rank hold AMP as of Q4 2020.

  • Spearhead Capital Advisors reported no remaining Ameriprise Financial position as of Q4 2020 after selling out during the quarter.
  • Spearhead Capital Advisors sold 1,800 Ameriprise Financial shares in Q4 2020, an estimated $277K.
  • Spearhead Capital Advisors first reported a position in Ameriprise Financial in Q3 2020 and held it in 1 quarter.
  • Spearhead Capital Advisors's Ameriprise Financial position peaked at $277K in Q3 2020.
  • 851 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2020.

Based on Spearhead Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.