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Wealthspire Advisors (Maryland)’s Ameriprise Financial AMP Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-2,161
Closed -$324K – 490
2020
Q2 		$324K Sell
2,161
-196
-8% -$25.1K 0.02% 329
2020
Q1 		$242K Buy
2,357
+11
+0.5% +$1.63K 0.02% 348
2019
Q4 		$391K Buy
2,346
+77
+3% +$11.9K 0.03% 317
2019
Q3 		$334K Sell
2,269
-44
-2% -$6.17K 0.02% 325
2019
Q2 		$336K Buy
2,313
+20
+0.9% +$2.89K 0.03% 328
2019
Q1 		$294K Buy
2,293
+394
+21% +$48.9K 0.02% 362
2018
Q4 		$198K Sell
1,899
-143
-7% -$18K 0.02% 403
2018
Q3 		$301K Sell
2,042
-8
-0.4% -$1.15K 0.02% 357
2018
Q2 		$287K Sell
2,050
-712
-26% -$101K 0.03% 376
2018
Q1 		$409K Sell
2,762
-29
-1% -$4.73K 0.04% 288
2017
Q4 		$473K Buy
2,791
+784
+39% +$126K 0.05% 261
2017
Q3 		$298K Buy
2,007
+43
+2% +$6K 0.03% 363
2017
Q2 		$250K Buy
1,964
+33
+2% +$4.19K 0.03% 386
2017
Q1 		$250K Sell
1,931
-103
-5% -$12.7K 0.04% 330
2016
Q4 		$226K Buy
2,034
+81
+4% +$8.55K 0.03% 337
2016
Q3 		$195K Sell
1,953
-17
-0.9% -$1.65K 0.03% 391
2016
Q2 		$177K Buy
1,970
+46
+2% +$4.44K 0.03% 400
2016
Q1 		$181K Buy
1,924
+1,053
+121% +$94.4K 0.03% 389
2015
Q4 		$93K Buy
+871
New +$97.3K 0.02% 544

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Ameriprise Financial (AMP) in Q3 2020, closing a stake of 2,161 shares — an estimated $324K sold.

Wealthspire Advisors (Maryland) first reported a position in AMP in Q4 2015 and held it in 19 quarters. The position peaked at $473K in Q4 2017. 770 funds tracked by Wall St. Rank hold AMP as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Ameriprise Financial position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,161 Ameriprise Financial shares in Q3 2020, an estimated $324K.
  • Wealthspire Advisors (Maryland) first reported a position in Ameriprise Financial in Q4 2015 and held it in 19 quarters.
  • Wealthspire Advisors (Maryland)'s Ameriprise Financial position peaked at $473K in Q4 2017.
  • 770 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.