SteelPeak Wealth’s Ameriprise Financial AMP Stock Holding History

SteelPeak Wealth’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 Q2	–	Sell	-6,971	Closed	-$2.14M	–	450
2023 Q1	$2.14M	Buy	6,971 +1,505	+28%	+$493K	0.15%	108
2022 Q4	$1.7M	Buy	+5,466	New	+$1.67M	0.12%	128
2022 Q2	–	Sell	-5,185	Closed	-$1.56M	–	403
2022 Q1	$1.56M	Buy	5,185 +827	+19%	+$250K	0.09%	141
2021 Q4	$1.31M	Sell	4,358 -1,438	-25%	-$425K	0.07%	151
2021 Q3	$1.53M	Buy	5,796 +216	+4%	+$56.5K	0.1%	126
2021 Q2	$1.39M	Buy	+5,580	New	+$1.41M	0.1%	141

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SteelPeak Wealth's AMP Position: Q2 2023 in Review

SteelPeak Wealth sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 6,971 shares — an estimated $2.14M sold.

SteelPeak Wealth first reported a position in AMP in Q2 2021 and held it in 6 quarters. The position peaked at $2.14M in Q1 2023. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

SteelPeak Wealth reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
SteelPeak Wealth sold 6,971 Ameriprise Financial shares in Q2 2023, an estimated $2.14M.
SteelPeak Wealth first reported a position in Ameriprise Financial in Q2 2021 and held it in 6 quarters.
SteelPeak Wealth's Ameriprise Financial position peaked at $2.14M in Q1 2023.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.