Tarbox Family Office’s Ameriprise Financial AMP Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-41	Closed	-$12K	–	161
2022 Q1	$12K	Sell	41 -100	-71%	-$30.3K	﹤0.01%	354
2021 Q4	$43K	Hold	141	–	–	0.01%	243
2021 Q3	$37K	Hold	141	–	–	0.01%	277
2021 Q2	$35K	Hold	141	–	–	0.01%	290
2021 Q1	$33K	Hold	141	–	–	0.01%	245
2020 Q4	$27K	Hold	141	–	–	0.01%	258
2020 Q3	$22K	Hold	141	–	–	0.01%	267
2020 Q2	$21K	Buy	141 +50	+55%	+$6.41K	0.01%	266
2020 Q1	$9K	Buy	91 +66	+264%	+$9.78K	﹤0.01%	336
2019 Q4	$4K	Hold	25	–	–	﹤0.01%	529
2019 Q3	$4K	Hold	25	–	–	﹤0.01%	482
2019 Q2	$4K	Buy	+25	New	+$3.61K	﹤0.01%	480
2018 Q4	–	Sell	-9	Closed	-$1K	–	612
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	560
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	546
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	556
2017 Q4	$2K	Hold	9	–	–	﹤0.01%	475
2017 Q3	$1K	Buy	+9	New	+$1.26K	﹤0.01%	534
2014 Q4	–	Sell	-46	Closed	-$6K	–	544
2014 Q3	$6K	Hold	46	–	–	0.01%	296
2014 Q2	$5K	Hold	46	–	–	﹤0.01%	299
2014 Q1	$5K	Hold	46	–	–	﹤0.01%	320
2013 Q4	$5K	Buy	+46	New	+$4.75K	﹤0.01%	361

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Tarbox Family Office's AMP Position: Q2 2022 in Review

Tarbox Family Office sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 41 shares — an estimated $12K sold.

Tarbox Family Office first reported a position in AMP in Q4 2013 and held it in 21 quarters. The position peaked at $43K in Q4 2021. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Tarbox Family Office reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 41 Ameriprise Financial shares in Q2 2022, an estimated $12K.
Tarbox Family Office first reported a position in Ameriprise Financial in Q4 2013 and held it in 21 quarters.
Tarbox Family Office's Ameriprise Financial position peaked at $43K in Q4 2021.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.