TrustCore Financial Services’s Ameriprise Financial AMP Stock Holding History

TrustCore Financial Services’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 Q4	$311K	Hold	998	–	–	0.03%	217
2022 Q3	$251K	Buy	998 +96	+11%	+$25.3K	0.02%	237
2022 Q2	$214K	Hold	902	–	–	0.02%	251
2022 Q1	$271K	Hold	902	–	–	0.02%	245
2021 Q4	$272K	Hold	902	–	–	0.03%	222
2021 Q3	$238K	Buy	902 +22	+3%	+$5.75K	0.02%	252
2021 Q2	$219K	Hold	880	–	–	0.02%	262
2021 Q1	$205K	Hold	880	–	–	0.02%	250
2020 Q4	$171K	Hold	880	–	–	0.02%	263
2020 Q3	$136K	Hold	880	–	–	0.02%	268
2020 Q2	$132K	Hold	880	–	–	0.02%	271
2020 Q1	$90K	Hold	880	–	–	0.02%	285
2019 Q4	$147K	Hold	880	–	–	0.03%	244
2019 Q3	$129K	Hold	880	–	–	0.03%	249
2019 Q2	$128K	Buy	880 +520	+144%	+$75.2K	0.03%	237
2019 Q1	$46K	Hold	360	–	–	0.01%	314
2018 Q4	$38K	Hold	360	–	–	0.02%	172
2018 Q3	$53K	Hold	360	–	–	0.02%	304
2018 Q2	$50K	Hold	360	–	–	0.02%	297
2018 Q1	$53K	Hold	360	–	–	0.02%	277
2017 Q4	$61K	Buy	+360	New	+$57.7K	0.02%	245

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

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

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

TrustCore Financial Services's AMP Position: Q4 2022 in Review

TrustCore Financial Services held its Ameriprise Financial (AMP) position steady in Q4 2022 at 998 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #217.

TrustCore Financial Services first reported a position in AMP in Q4 2017 and has held it in 21 quarters since. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

TrustCore Financial Services held 998 shares of Ameriprise Financial worth $311K as of Q4 2022.
TrustCore Financial Services left its Ameriprise Financial share count unchanged in Q4 2022.
Ameriprise Financial made up 0.03% of TrustCore Financial Services's portfolio in Q4 2022, its #217 holding.
TrustCore Financial Services first reported a position in Ameriprise Financial in Q4 2017 and has held it in 21 quarters since.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.