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Verdence Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Verdence Capital 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
Q1 		– Sell
-1,202
Closed -$374K – 539
2022
Q4 		$374K Sell
1,202
-3,425
-74% -$1.04M 0.05% 329
2022
Q3 		$1.17M Sell
4,627
-1,512
-25% -$398K 0.16% 148
2022
Q2 		$1.46M Sell
6,139
-544
-8% -$146K 0.19% 126
2022
Q1 		$2.01M Buy
6,683
+209
+3% +$63.2K 0.23% 110
2021
Q4 		$1.95M Buy
6,474
+563
+10% +$167K 0.23% 108
2021
Q3 		$1.56M Buy
5,911
+482
+9% +$126K 0.21% 118
2021
Q2 		$1.35M Sell
5,429
-584
-10% -$147K 0.19% 125
2021
Q1 		$1.4M Sell
6,013
-1,286
-18% -$278K 0.24% 110
2020
Q4 		$1.42M Sell
7,299
-543
-7% -$97.2K 0.27% 94
2020
Q3 		$1.21M Buy
7,842
+87
+1% +$13.4K 0.28% 98
2020
Q2 		$1.16M Sell
7,755
-459
-6% -$58.8K 0.29% 95
2020
Q1 		$842K Buy
+8,214
New +$1.22M 0.25% 106
2019
Q4 		– Sell
-4,625
Closed -$680K – 324
2019
Q3 		$680K Sell
4,625
-2,876
-38% -$403K 0.19% 138
2019
Q2 		$1.09M Sell
7,501
-1,581
-17% -$229K 0.31% 92
2019
Q1 		$1.16M Buy
9,082
+501
+6% +$62.2K 0.32% 86
2018
Q4 		$896K Buy
8,581
+1,041
+14% +$131K 0.25% 93
2018
Q3 		$1.11M Buy
7,540
+451
+6% +$64.5K 0.28% 88
2018
Q2 		$992K Sell
7,089
-117
-2% -$16.6K 0.24% 95
2018
Q1 		$1.07M Buy
7,206
+1,387
+24% +$226K 0.26% 91
2017
Q4 		$986K Buy
+5,819
New +$932K 0.24% 84

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Verdence Capital Advisors's AMP Position: Q1 2023 in Review

Verdence Capital Advisors sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 1,202 shares — an estimated $374K sold.

Verdence Capital Advisors first reported a position in AMP in Q4 2017 and held it in 20 quarters. The position peaked at $2.01M in Q1 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Verdence Capital Advisors reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 1,202 Ameriprise Financial shares in Q1 2023, an estimated $374K.
  • Verdence Capital Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 20 quarters.
  • Verdence Capital Advisors's Ameriprise Financial position peaked at $2.01M in Q1 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Verdence Capital Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.