TRUADVICE’s Ameriprise Financial AMP Stock Holding History

TRUADVICE’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 Q1	–	Sell	-1,124	Closed	-$226K	–	276
2020 Q4	$226K	Buy	+1,124	New	+$201K	0.07%	257

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TRUADVICE's AMP Position: Q1 2021 in Review

TRUADVICE sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 1,124 shares — an estimated $226K sold.

TRUADVICE first reported a position in AMP in Q4 2020 and held it in 1 quarter. The position peaked at $226K in Q4 2020. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

TRUADVICE reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
TRUADVICE sold 1,124 Ameriprise Financial shares in Q1 2021, an estimated $226K.
TRUADVICE first reported a position in Ameriprise Financial in Q4 2020 and held it in 1 quarter.
TRUADVICE's Ameriprise Financial position peaked at $226K in Q4 2020.
882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.