Taylor Hoffman Wealth Management’s Ameriprise Financial AMP Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q1	–	Sell	-12	Closed	-$2K	–	117
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	393
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	390
2019 Q2	$2K	Hold	12	–	–	﹤0.01%	379
2019 Q1	$2K	Hold	12	–	–	﹤0.01%	383
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	396
2018 Q3	$2K	Hold	12	–	–	﹤0.01%	373
2018 Q2	$2K	Hold	12	–	–	﹤0.01%	356
2018 Q1	$2K	Hold	12	–	–	﹤0.01%	388
2017 Q4	$2K	Buy	+12	New	+$1.92K	﹤0.01%	391

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Taylor Hoffman Wealth Management's AMP Position: Q1 2020 in Review

Taylor Hoffman Wealth Management sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 12 shares — an estimated $2K sold.

Taylor Hoffman Wealth Management first reported a position in AMP in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

Taylor Hoffman Wealth Management reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 12 Ameriprise Financial shares in Q1 2020, an estimated $2K.
Taylor Hoffman Wealth Management first reported a position in Ameriprise Financial in Q4 2017 and held it in 9 quarters.
Taylor Hoffman Wealth Management's Ameriprise Financial position peaked at $2K in Q4 2019.
705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.