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Summit Wealth & Retirement Planning’s Ameriprise Financial AMP Stock Holding History

Summit Wealth & Retirement 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
Q2 		– Sell
-1,200
Closed -$279K – 80
2021
Q1 		$279K Hold
1,200
– – 0.1% 82
2020
Q4 		$233K Buy
+1,200
New +$215K 0.09% 106
2020
Q1 		– Sell
-1,200
Closed -$200K – 113
2019
Q4 		$200K Buy
+1,200
New +$186K 0.09% 122

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Summit Wealth & Retirement Planning's AMP Position: Q2 2021 in Review

Summit Wealth & Retirement Planning sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 1,200 shares — an estimated $279K sold.

Summit Wealth & Retirement Planning first reported a position in AMP in Q4 2019 and held it in 3 quarters. The position peaked at $279K in Q1 2021. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

  • Summit Wealth & Retirement Planning reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,200 Ameriprise Financial shares in Q2 2021, an estimated $279K.
  • Summit Wealth & Retirement Planning first reported a position in Ameriprise Financial in Q4 2019 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's Ameriprise Financial position peaked at $279K in Q1 2021.
  • 891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2021, filed 13 Aug 2021.