Tiedemann Advisors’s Ameriprise Financial AMP Stock Holding History

Tiedemann Advisors’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 Q3	–	Sell	-1,102	Closed	-$272K	–	301
2021 Q2	$272K	Sell	1,102 -69	-6%	-$17.4K	0.01%	296
2021 Q1	$272K	Sell	1,171 -170	-13%	-$36.8K	0.01%	273
2020 Q4	$261K	Buy	1,341 +6	+0.4%	+$1.07K	0.01%	273
2020 Q3	$207K	Hold	1,335	–	–	0.01%	298
2020 Q2	$203K	Buy	+1,335	New	+$171K	0.01%	280
2018 Q3	–	Sell	-1,550	Closed	-$217K	–	309
2018 Q2	$217K	Buy	+1,550	New	+$220K	0.01%	282
2017 Q3	–	Sell	-3,110	Closed	-$396K	–	352
2017 Q2	$396K	Buy	3,110 +1,262	+68%	+$160K	0.03%	348
2017 Q1	$240K	Buy	+1,848	New	+$229K	0.02%	340

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 $3.38T AUM 44.17% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

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

Tiedemann Advisors's AMP Position: Q3 2021 in Review

Tiedemann Advisors sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 1,102 shares — an estimated $272K sold.

Tiedemann Advisors first reported a position in AMP in Q1 2017 and held it in 8 quarters. The position peaked at $396K in Q2 2017. 925 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

Tiedemann Advisors reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
Tiedemann Advisors sold 1,102 Ameriprise Financial shares in Q3 2021, an estimated $272K.
Tiedemann Advisors first reported a position in Ameriprise Financial in Q1 2017 and held it in 8 quarters.
Tiedemann Advisors's Ameriprise Financial position peaked at $396K in Q2 2017.
925 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Tiedemann Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.