WealthStone’s Ameriprise Financial AMP Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-643	Closed	-$93.3K	–	79
2019 Q2	$93.3K	Buy	+643	New	+$92.9K	0.04%	149

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

WealthStone's AMP Position: Q3 2019 in Review

WealthStone sold out of Ameriprise Financial (AMP) in Q3 2019, closing a stake of 643 shares — an estimated $93.3K sold.

WealthStone first reported a position in AMP in Q2 2019 and held it in 1 quarter. The position peaked at $93.3K in Q2 2019. 754 funds tracked by Wall St. Rank hold AMP as of Q3 2019.

WealthStone reported no remaining Ameriprise Financial position as of Q3 2019 after selling out during the quarter.
WealthStone sold 643 Ameriprise Financial shares in Q3 2019, an estimated $93.3K.
WealthStone first reported a position in Ameriprise Financial in Q2 2019 and held it in 1 quarter.
WealthStone's Ameriprise Financial position peaked at $93.3K in Q2 2019.
754 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.