Wakefield Asset Management’s Ameriprise Financial AMP Stock Holding History

Wakefield 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
2022 Q2	–	Sell	-1,257	Closed	-$378K	–	174
2022 Q1	$378K	Buy	1,257 +146	+13%	+$44.2K	0.14%	145
2021 Q4	$335K	Buy	1,111 +53	+5%	+$15.7K	0.12%	147
2021 Q3	$279K	Sell	1,058 -13	-1%	-$3.4K	0.11%	141
2021 Q2	$267K	Sell	1,071 -233	-18%	-$58.7K	0.1%	146
2021 Q1	$303K	Sell	1,304 -34	-3%	-$7.35K	0.12%	138
2020 Q4	$260K	Sell	1,338 -171	-11%	-$30.6K	0.11%	143
2020 Q3	$233K	Buy	1,509 +2	+0.1%	+$308	0.11%	145
2020 Q2	$226K	Buy	+1,507	New	+$193K	0.11%	145

Other funds holding AMP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wakefield Asset Management's AMP Position: Q2 2022 in Review

Wakefield Asset Management sold out of Ameriprise Financial (AMP) in Q2 2022, closing a stake of 1,257 shares — an estimated $378K sold.

Wakefield Asset Management first reported a position in AMP in Q2 2020 and held it in 8 quarters. The position peaked at $378K in Q1 2022. 954 funds tracked by Wall St. Rank hold AMP as of Q2 2022.

Wakefield Asset Management reported no remaining Ameriprise Financial position as of Q2 2022 after selling out during the quarter.
Wakefield Asset Management sold 1,257 Ameriprise Financial shares in Q2 2022, an estimated $378K.
Wakefield Asset Management first reported a position in Ameriprise Financial in Q2 2020 and held it in 8 quarters.
Wakefield Asset Management's Ameriprise Financial position peaked at $378K in Q1 2022.
954 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2022.

Based on Wakefield Asset Management's 13F filing for Q2 2022, filed 9 Aug 2022.