Valley Wealth Managers’s Ameriprise Financial AMP Stock Holding History

Valley Wealth Managers’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	-10	Closed	-$3.32K	–	371
2023 Q2	$3.32K	Hold	10	–	–	﹤0.01%	296
2023 Q1	$3.06K	Hold	10	–	–	﹤0.01%	315
2022 Q4	$3.11K	Hold	10	–	–	﹤0.01%	327
2022 Q3	$3K	Sell	10 -12	-55%	-$3.16K	﹤0.01%	353
2022 Q2	$5K	Buy	+22	New	+$5.89K	﹤0.01%	354
2020 Q1	–	Sell	-1,516	Closed	-$253K	–	163
2019 Q4	$253K	Sell	1,516 -1,070	-41%	-$166K	0.03%	171
2019 Q3	$380K	Sell	2,586 -220	-8%	-$30.8K	0.04%	152
2019 Q2	$407K	Sell	2,806 -1,864	-40%	-$269K	0.04%	153
2019 Q1	$598K	Buy	4,670 +2,506	+116%	+$311K	0.07%	139
2018 Q4	$226K	Buy	+2,164	New	+$272K	0.03%	157

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Valley Wealth Managers's AMP Position: Q3 2023 in Review

Valley Wealth Managers sold out of Ameriprise Financial (AMP) in Q3 2023, closing a stake of 10 shares — an estimated $3.32K sold.

Valley Wealth Managers first reported a position in AMP in Q4 2018 and held it in 10 quarters. The position peaked at $598K in Q1 2019. 1,085 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

Valley Wealth Managers reported no remaining Ameriprise Financial position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 10 Ameriprise Financial shares in Q3 2023, an estimated $3.32K.
Valley Wealth Managers first reported a position in Ameriprise Financial in Q4 2018 and held it in 10 quarters.
Valley Wealth Managers's Ameriprise Financial position peaked at $598K in Q1 2019.
1,085 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.