V Wealth Advisors’s Ameriprise Financial AMP Stock Holding History

V 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
2023 Q3	–	Sell	-838	Closed	-$278K	–	123
2023 Q2	$278K	Hold	838	–	–	0.05%	299
2023 Q1	$257K	Buy	838 +1	+0.1%	+$328	0.05%	318
2022 Q4	$261K	Hold	837	–	–	0.05%	296
2022 Q3	$211K	Buy	+837	New	+$220K	0.04%	342
2022 Q2	–	Sell	-837	Closed	-$252K	–	409
2022 Q1	$252K	Buy	837 +36	+4%	+$10.9K	0.04%	377
2021 Q4	$242K	Sell	801 -30	-4%	-$8.87K	0.04%	396
2021 Q3	$220K	Sell	831 -15	-2%	-$3.92K	0.03%	418
2021 Q2	$212K	Buy	+846	New	+$213K	0.03%	443

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

V Wealth Advisors's AMP Position: Q3 2023 in Review

V Wealth Advisors sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 838 shares — an estimated $278K sold.

V Wealth Advisors first reported a position in AMP in Q2 2021 and held it in 8 quarters. The position peaked at $278K in Q2 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

V Wealth Advisors reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 838 Ameriprise Financial shares in Q3 2023, an estimated $278K.
V Wealth Advisors first reported a position in Ameriprise Financial in Q2 2021 and held it in 8 quarters.
V Wealth Advisors's Ameriprise Financial position peaked at $278K in Q2 2023.
1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.