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Stratos Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

Stratos Wealth 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
2022
Q1 		– Sell
-1,067
Closed -$322K – 511
2021
Q4 		$322K Buy
1,067
+94
+10% +$27.8K 0.02% 453
2021
Q3 		$257K Sell
973
-109
-10% -$28.5K 0.02% 447
2021
Q2 		$269K Buy
+1,082
New +$273K 0.02% 462

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

Stratos Wealth Advisors's AMP Position: Q1 2022 in Review

Stratos Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 1,067 shares — an estimated $322K sold.

Stratos Wealth Advisors first reported a position in AMP in Q2 2021 and held it in 3 quarters. The position peaked at $322K in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Stratos Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
  • Stratos Wealth Advisors sold 1,067 Ameriprise Financial shares in Q1 2022, an estimated $322K.
  • Stratos Wealth Advisors first reported a position in Ameriprise Financial in Q2 2021 and held it in 3 quarters.
  • Stratos Wealth Advisors's Ameriprise Financial position peaked at $322K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Stratos Wealth Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.