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WIA
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
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Aristotle Capital Management
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$47.8B AUM
13.38%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
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$544B AUM
28.31%
1-Year Est. Return
LSV Asset Management
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$46.4B AUM
27.74%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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