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WealthShield Partners’s Ameriprise Financial AMP Stock Holding History

WealthShield Partners’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 		– Sell
-69
Closed -$17K – 258
2021
Q2 		$17K Hold
69
– – ﹤0.01% 673
2021
Q1 		$16K Buy
+69
New +$14.9K ﹤0.01% 700

Other funds holding AMP

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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

WealthShield Partners's AMP Position: Q3 2021 in Review

WealthShield Partners sold out of Ameriprise Financial (AMP) in Q3 2021, closing a stake of 69 shares — an estimated $17K sold.

WealthShield Partners first reported a position in AMP in Q1 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 923 funds tracked by Wall St. Rank hold AMP as of Q3 2021.

  • WealthShield Partners reported no remaining Ameriprise Financial position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 69 Ameriprise Financial shares in Q3 2021, an estimated $17K.
  • WealthShield Partners first reported a position in Ameriprise Financial in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Ameriprise Financial position peaked at $17K in Q2 2021.
  • 923 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.