TRUE Private Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

TRUE Private Wealth 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 Q1	–	Sell	-207	Closed	-$40K	–	253
2020 Q4	$40K	Hold	207	–	–	0.01%	373
2020 Q3	$31K	Hold	207	–	–	0.01%	380
2020 Q2	$31K	Buy	207 +75	+57%	+$9.62K	0.01%	367
2020 Q1	$13K	Sell	132 -648	-83%	-$96K	﹤0.01%	409
2019 Q4	$129K	Buy	+780	New	+$121K	0.02%	262
2019 Q3	–	Sell	-124	Closed	-$17K	–	231
2019 Q2	$17K	Buy	+124	New	+$17.9K	﹤0.01%	474
2018 Q4	–	Sell	-3,266	Closed	-$482K	–	260
2018 Q3	$482K	Buy	3,266 +19	+0.6%	+$2.72K	0.07%	172
2018 Q2	$454K	Buy	3,247 +320	+11%	+$45.4K	0.07%	173
2018 Q1	$433K	Buy	2,927 +178	+6%	+$29K	0.07%	148
2017 Q4	$465K	Buy	+2,749	New	+$440K	0.08%	139

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

TRUE Private Wealth Advisors's AMP Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 207 shares — an estimated $40K sold.

TRUE Private Wealth Advisors first reported a position in AMP in Q4 2017 and held it in 10 quarters. The position peaked at $482K in Q3 2018. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 207 Ameriprise Financial shares in Q1 2021, an estimated $40K.
TRUE Private Wealth Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 10 quarters.
TRUE Private Wealth Advisors's Ameriprise Financial position peaked at $482K in Q3 2018.
882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.