WQ
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Wealth Quarterback’s Ameriprise Financial AMP Stock Holding History

Wealth Quarterback’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
Q3 		$23K Buy
86
+1
+1% +$262 0.02% 341
2021
Q2 		$22K Buy
+85
New +$21.4K 0.01% 332
2020
Q2 		– Sell
-85
Closed -$8.75K – 143
2020
Q1 		$8.75K Sell
85
-5
-6% -$741 0.01% 499
2019
Q4 		$15K Buy
+90
New +$13.9K 0.01% 422

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealth Quarterback's AMP Position: Q3 2021 in Review

Wealth Quarterback increased its Ameriprise Financial (AMP) stake by 1.2% in Q3 2021, buying an estimated $262 and bringing the position to 86 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #341.

Wealth Quarterback first reported a position in AMP in Q4 2019 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • Wealth Quarterback held 86 shares of Ameriprise Financial worth $23K as of Q3 2021.
  • Wealth Quarterback bought 1 Ameriprise Financial share in Q3 2021, an estimated $262.
  • Ameriprise Financial made up 0.02% of Wealth Quarterback's portfolio in Q3 2021, its #341 holding.
  • Wealth Quarterback first reported a position in Ameriprise Financial in Q4 2019 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.