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Sterling Investment Advisors (Pennsylvania)’s Ameriprise Financial AMP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-35
Closed -$8K – 158
2022
Q2 		$8K Hold
35
– – ﹤0.01% 413
2022
Q1 		$11K Sell
35
-35
-50% -$10.6K ﹤0.01% 420
2021
Q4 		$21K Hold
70
– – 0.01% 357
2021
Q3 		$18K Hold
70
– – 0.01% 368
2021
Q2 		$17K Hold
70
– – 0.01% 375
2021
Q1 		$16K Buy
+70
New +$15.1K 0.01% 363

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s AMP Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Ameriprise Financial (AMP) in Q3 2022, closing a stake of 35 shares — an estimated $8K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in AMP in Q1 2021 and held it in 6 quarters. The position peaked at $21K in Q4 2021. 942 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Ameriprise Financial position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 35 Ameriprise Financial shares in Q3 2022, an estimated $8K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Ameriprise Financial in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Ameriprise Financial position peaked at $21K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.