Tilia Fiduciary Partners’s Ameriprise Financial AMP Stock Holding History

Tilia Fiduciary Partners’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
2023 Q3	–	Sell	-241	Closed	-$80.1K	–	111
2023 Q2	$80.1K	Hold	241	–	–	0.07%	156
2023 Q1	$73.9K	Hold	241	–	–	0.07%	170
2022 Q4	$75K	Hold	241	–	–	0.07%	166
2022 Q3	$64K	Hold	241	–	–	0.06%	172
2022 Q2	$56K	Hold	241	–	–	0.05%	191
2022 Q1	$72K	Hold	241	–	–	0.06%	184
2021 Q4	$73K	Buy	+241	New	+$71.3K	0.06%	186

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Tilia Fiduciary Partners's AMP Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 241 shares — an estimated $80.1K sold.

Tilia Fiduciary Partners first reported a position in AMP in Q4 2021 and held it in 7 quarters. The position peaked at $80.1K in Q2 2023. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 241 Ameriprise Financial shares in Q3 2023, an estimated $80.1K.
Tilia Fiduciary Partners first reported a position in Ameriprise Financial in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Ameriprise Financial position peaked at $80.1K in Q2 2023.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.