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Waddell & Reed Financial’s Ameriprise Financial AMP Stock Holding History

Waddell & Reed Financial’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 		$47.2M Sell
203,006
-3,430
-2% -$742K 0.1% 243
2020
Q4 		$40.1M Sell
206,436
-15,200
-7% -$2.72M 0.08% 259
2020
Q3 		$34.2M Buy
221,636
+1,577
+0.7% +$243K 0.08% 268
2020
Q2 		$33M Sell
220,059
-26,317
-11% -$3.37M 0.09% 251
2020
Q1 		$25.2M Buy
246,376
+12,676
+5% +$1.88M 0.08% 250
2019
Q4 		$38.9M Buy
233,700
+9,155
+4% +$1.42M 0.1% 242
2019
Q3 		$33M Sell
224,545
-455
-0.2% -$63.8K 0.09% 254
2019
Q2 		$32.7M Buy
+225,000
New +$32.5M 0.08% 264

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Waddell & Reed Financial's AMP Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Ameriprise Financial (AMP) stake by 1.7% in Q1 2021, selling an estimated $742K and leaving 203,006 shares worth $47.2M. The position accounts for 0.1% of the portfolio, ranked #243.

Waddell & Reed Financial first reported a position in AMP in Q2 2019 and has held it in 8 quarters since. 883 funds tracked by Wall St. Rank hold AMP as of Q1 2021.

  • Waddell & Reed Financial held 203,006 shares of Ameriprise Financial worth $47.2M as of Q1 2021.
  • Waddell & Reed Financial sold 3,430 Ameriprise Financial shares in Q1 2021, an estimated $742K.
  • Ameriprise Financial made up 0.1% of Waddell & Reed Financial's portfolio in Q1 2021, its #243 holding.
  • Waddell & Reed Financial first reported a position in Ameriprise Financial in Q2 2019 and has held it in 8 quarters since.
  • 883 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.