Surevest’s Ameriprise Financial AMP Stock Holding History

Surevest’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	$1K	Hold	3	–	–	﹤0.01%	425
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	453
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	430
2021 Q4	$1K	Buy	+3	New	+$887	﹤0.01%	439

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Surevest's AMP Position: Q3 2022 in Review

Surevest held its Ameriprise Financial (AMP) position steady in Q3 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Surevest first reported a position in AMP in Q4 2021 and has held it in 4 quarters since. 941 funds tracked by Wall St. Rank hold AMP as of Q3 2022.

Surevest held 3 shares of Ameriprise Financial worth $1K as of Q3 2022.
Surevest left its Ameriprise Financial share count unchanged in Q3 2022.
Ameriprise Financial made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #425 holding.
Surevest first reported a position in Ameriprise Financial in Q4 2021 and has held it in 4 quarters since.
941 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.