YorkBridge Wealth Partners’s Ameriprise Financial AMP Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$202K	Buy	+650	New	+$198K	0.05%	249
2019 Q3	–	Sell	-950	Closed	-$138K	–	188
2019 Q2	$138K	Sell	950 -10	-1%	-$1.45K	0.06%	236
2019 Q1	$123K	Sell	960 -1,027	-52%	-$127K	0.06%	246
2018 Q4	$207K	Hold	1,987	–	–	0.11%	147
2018 Q3	$296K	Sell	1,987 -170	-8%	-$24.3K	0.14%	138
2018 Q2	$302K	Hold	2,157	–	–	0.13%	143
2018 Q1	$310K	Hold	2,157	–	–	0.14%	139
2017 Q4	$346K	Hold	2,157	–	–	0.17%	128
2017 Q3	$320K	Hold	2,157	–	–	0.17%	121
2017 Q2	$281K	Hold	2,157	–	–	0.15%	134
2017 Q1	$278K	Buy	2,157 +100	+5%	+$12.4K	0.15%	137
2016 Q4	$235K	Buy	+2,057	New	+$217K	0.14%	140

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

YorkBridge Wealth Partners's AMP Position: Q4 2022 in Review

YorkBridge Wealth Partners opened a new position in Ameriprise Financial (AMP) in Q4 2022: 650 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: YorkBridge Wealth Partners previously reported a position in AMP as recently as Q2 2019.

YorkBridge Wealth Partners first reported a position in AMP in Q4 2016 and has held it in 12 quarters since. The position peaked at $346K in Q4 2017. 1,026 funds tracked by Wall St. Rank hold AMP as of Q4 2022.

YorkBridge Wealth Partners held 650 shares of Ameriprise Financial worth $202K as of Q4 2022.
Ameriprise Financial was a new YorkBridge Wealth Partners position in Q4 2022.
Ameriprise Financial made up 0.05% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #249 holding.
YorkBridge Wealth Partners first reported a position in Ameriprise Financial in Q4 2016 and has held it in 12 quarters since.
YorkBridge Wealth Partners's Ameriprise Financial position peaked at $346K in Q4 2017.
1,026 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.