TCWP’s Ameriprise Financial AMP Stock Holding History

TCWP’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	-495	Closed	-$148K	–	330
2022 Q1	$148K	Buy	+495	New	+$150K	0.03%	291

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

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

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

TCWP's AMP Position: Q2 2022 in Review

TCWP sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 495 shares — an estimated $148K sold.

TCWP first reported a position in AMP in Q1 2022 and held it in 1 quarter. The position peaked at $148K in Q1 2022. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

TCWP reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 495 Ameriprise Financial shares in Q2 2022, an estimated $148K.
TCWP first reported a position in Ameriprise Financial in Q1 2022 and held it in 1 quarter.
TCWP's Ameriprise Financial position peaked at $148K in Q1 2022.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.