Wealthstreet Investment Advisors’s Ameriprise Financial AMP Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-3,173	Closed	-$738K	–	105
2021 Q1	$738K	Buy	3,173 +100	+3%	+$21.6K	0.07%	205
2020 Q4	$597K	Hold	3,073	–	–	0.06%	222
2020 Q3	$474K	Hold	3,073	–	–	0.05%	226
2020 Q2	$461K	Hold	3,073	–	–	0.06%	221
2020 Q1	$315K	Buy	3,073 +900	+41%	+$133K	0.05%	238
2019 Q4	$362K	Hold	2,173	–	–	0.04%	266
2019 Q3	$334K	Hold	2,173	–	–	0.04%	264
2019 Q2	$315K	Sell	2,173 -720	-25%	-$104K	0.04%	274
2019 Q1	$371K	Hold	2,893	–	–	0.05%	259
2018 Q4	$352K	Hold	2,893	–	–	0.05%	255
2018 Q3	$427K	Hold	2,893	–	–	0.05%	254
2018 Q2	$405K	Hold	2,893	–	–	0.05%	259
2018 Q1	$428K	Buy	2,893 +1,198	+71%	+$195K	0.05%	251
2017 Q4	$287K	Buy	+1,695	New	+$272K	0.03%	286

Other funds holding AMP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealthstreet Investment Advisors's AMP Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Ameriprise Financial (AMP) in Q2 2021, closing a stake of 3,173 shares — an estimated $738K sold.

Wealthstreet Investment Advisors first reported a position in AMP in Q4 2017 and held it in 14 quarters. The position peaked at $738K in Q1 2021. 891 funds tracked by Wall St. Rank hold AMP as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Ameriprise Financial position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 3,173 Ameriprise Financial shares in Q2 2021, an estimated $738K.
Wealthstreet Investment Advisors first reported a position in Ameriprise Financial in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Ameriprise Financial position peaked at $738K in Q1 2021.
891 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.