TrueWealth LLC’s Ameriprise Financial AMP Stock Holding History

TrueWealth LLC’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
2020 Q2	$50K	Hold	331	–	–	0.02%	275
2020 Q1	$34K	Sell	331 -36	-10%	-$5.33K	0.02%	291
2019 Q4	$61K	Buy	367 +1	+0.3%	+$155	0.02%	250
2019 Q3	$54K	Hold	366	–	–	0.02%	254
2019 Q2	$53K	Hold	366	–	–	0.02%	262
2019 Q1	$47K	Hold	366	–	–	0.02%	266
2018 Q4	$38K	Buy	366 +1	+0.3%	+$126	0.02%	284
2018 Q3	$54K	Hold	365	–	–	0.02%	261
2018 Q2	$51K	Hold	365	–	–	0.02%	265
2018 Q1	$54K	Sell	365 -34	-9%	-$5.55K	0.03%	254
2017 Q4	$68K	Buy	+399	New	+$63.9K	0.03%	250

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TrueWealth LLC's AMP Position: Q2 2020 in Review

TrueWealth LLC held its Ameriprise Financial (AMP) position steady in Q2 2020 at 331 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #275.

TrueWealth LLC first reported a position in AMP in Q4 2017 and has held it in 11 quarters since. The position peaked at $68K in Q4 2017. 756 funds tracked by Wall St. Rank hold AMP as of Q2 2020.

TrueWealth LLC held 331 shares of Ameriprise Financial worth $50K as of Q2 2020.
TrueWealth LLC left its Ameriprise Financial share count unchanged in Q2 2020.
Ameriprise Financial made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #275 holding.
TrueWealth LLC first reported a position in Ameriprise Financial in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Ameriprise Financial position peaked at $68K in Q4 2017.
756 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.