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Sterling Financial Planning’s Ameriprise Financial AMP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-10
Closed -$3K – 111
2021
Q3 		$3K Hold
10
– – ﹤0.01% 388
2021
Q2 		$2K Hold
10
– – ﹤0.01% 377
2021
Q1 		$2K Hold
10
– – ﹤0.01% 356
2020
Q4 		$2K Buy
+10
New +$1.79K ﹤0.01% 331

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

Sterling Financial Planning's AMP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Ameriprise Financial (AMP) in Q4 2021, closing a stake of 10 shares — an estimated $3K sold.

Sterling Financial Planning first reported a position in AMP in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q3 2021. 985 funds tracked by Wall St. Rank hold AMP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Ameriprise Financial position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 10 Ameriprise Financial shares in Q4 2021, an estimated $3K.
  • Sterling Financial Planning first reported a position in Ameriprise Financial in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Ameriprise Financial position peaked at $3K in Q3 2021.
  • 985 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.