Virtue Capital Management’s Ameriprise Financial AMP Stock Holding History

Virtue Capital 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
2022 Q1	–	Sell	-691	Closed	-$208K	–	393
2021 Q4	$208K	Buy	+691	New	+$204K	0.03%	395
2020 Q4	–	Sell	-1,368	Closed	-$211K	–	255
2020 Q3	$211K	Sell	1,368 -970	-41%	-$149K	0.05%	230
2020 Q2	$351K	Buy	+2,338	New	+$300K	0.08%	201
2020 Q1	–	Sell	-7,798	Closed	-$1.3M	–	40
2019 Q4	$1.3M	Sell	7,798 -251	-3%	-$38.9K	0.37%	59
2019 Q3	$1.18M	Sell	8,049 -165	-2%	-$23.1K	0.39%	86
2019 Q2	$1.19M	Buy	+8,214	New	+$1.19M	0.43%	73
2018 Q4	–	Sell	-10,728	Closed	-$1.58M	–	100
2018 Q3	$1.58M	Buy	10,728 +6,684	+165%	+$956K	0.33%	81
2018 Q2	$566K	Buy	4,044 +1,981	+96%	+$281K	0.28%	103
2018 Q1	$300K	Buy	2,063 +1,310	+174%	+$214K	0.16%	152
2017 Q4	$128K	Buy	+753	New	+$121K	0.07%	197

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Virtue Capital Management's AMP Position: Q1 2022 in Review

Virtue Capital Management sold out of Ameriprise Financial (AMP) in Q1 2022, closing a stake of 691 shares — an estimated $208K sold.

Virtue Capital Management first reported a position in AMP in Q4 2017 and held it in 10 quarters. The position peaked at $1.58M in Q3 2018. 993 funds tracked by Wall St. Rank hold AMP as of Q1 2022.

Virtue Capital Management reported no remaining Ameriprise Financial position as of Q1 2022 after selling out during the quarter.
Virtue Capital Management sold 691 Ameriprise Financial shares in Q1 2022, an estimated $208K.
Virtue Capital Management first reported a position in Ameriprise Financial in Q4 2017 and held it in 10 quarters.
Virtue Capital Management's Ameriprise Financial position peaked at $1.58M in Q3 2018.
993 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2022.

Based on Virtue Capital Management's 13F filing for Q1 2022, filed 16 May 2022.