World Equity Group’s Ameriprise Financial AMP Stock Holding History

World Equity Group’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
2023 Q2	–	Sell	-12,388	Closed	-$132K	–	325
2023 Q1	$132K	Buy	+12,388	New	+$4.06M	0.02%	488

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

World Equity Group's AMP Position: Q2 2023 in Review

World Equity Group sold out of Ameriprise Financial (AMP) in Q2 2023, closing a stake of 12,388 shares — an estimated $132K sold.

World Equity Group first reported a position in AMP in Q1 2023 and held it in 1 quarter. The position peaked at $132K in Q1 2023. 1,077 funds tracked by Wall St. Rank hold AMP as of Q2 2023.

World Equity Group reported no remaining Ameriprise Financial position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 12,388 Ameriprise Financial shares in Q2 2023, an estimated $132K.
World Equity Group first reported a position in Ameriprise Financial in Q1 2023 and held it in 1 quarter.
World Equity Group's Ameriprise Financial position peaked at $132K in Q1 2023.
1,077 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.