VHAM
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Van Hulzen Asset Management’s Ameriprise Financial AMP Stock Holding History

Van Hulzen Asset Management’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
-1,867
Closed -$363K – 264
2020
Q4 		$363K Sell
1,867
-1,038
-36% -$186K 0.06% 184
2020
Q3 		$448K Sell
2,905
-56
-2% -$8.62K 0.07% 142
2020
Q2 		$444K Sell
2,961
-407
-12% -$52.2K 0.07% 138
2020
Q1 		$345K Buy
3,368
+1,067
+46% +$158K 0.07% 161
2019
Q4 		$383K Buy
+2,301
New +$357K 0.07% 189

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Van Hulzen Asset Management's AMP Position: Q1 2021 in Review

Van Hulzen Asset Management sold out of Ameriprise Financial (AMP) in Q1 2021, closing a stake of 1,867 shares — an estimated $363K sold.

Van Hulzen Asset Management first reported a position in AMP in Q4 2019 and held it in 5 quarters. The position peaked at $448K in Q3 2020. 882 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • Van Hulzen Asset Management reported no remaining Ameriprise Financial position as of Q1 2021 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,867 Ameriprise Financial shares in Q1 2021, an estimated $363K.
  • Van Hulzen Asset Management first reported a position in Ameriprise Financial in Q4 2019 and held it in 5 quarters.
  • Van Hulzen Asset Management's Ameriprise Financial position peaked at $448K in Q3 2020.
  • 882 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Van Hulzen Asset Management's 13F filing for Q1 2021, filed 12 May 2021.