TAM
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Trillium Asset Management’s Ameriprise Financial AMP Stock Holding History

Trillium Asset 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
2022
Q1 		– Sell
-676
Closed -$204K – 237
2021
Q4 		$204K Buy
+676
New +$200K ﹤0.01% 246

Other funds holding AMP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Trillium Asset Management's AMP Position: Q1 2022 in Review

Trillium Asset Management sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 676 shares — an estimated $204K sold.

Trillium Asset Management first reported a position in AMP in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 994 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

  • Trillium Asset Management reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
  • Trillium Asset Management sold 676 Ameriprise Financial shares in Q1 2022, an estimated $204K.
  • Trillium Asset Management first reported a position in Ameriprise Financial in Q4 2021 and held it in 1 quarter.
  • Trillium Asset Management's Ameriprise Financial position peaked at $204K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Trillium Asset Management's 13F filing for Q1 2022, filed 4 May 2022.