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Zullo Investment Group’s Ameriprise Financial AMP Stock Holding History

Zullo Investment 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
Q1 		– Sell
-145
Closed -$45.2K – 157
2022
Q4 		$45.2K Buy
145
+15
+12% +$4.58K 0.03% 283
2022
Q3 		$33K Hold
130
– – 0.02% 323
2022
Q2 		$31K Hold
130
– – 0.02% 336
2022
Q1 		$39K Sell
130
-10
-7% -$3.02K 0.02% 331
2021
Q4 		$42K Buy
+140
New +$41.4K 0.02% 326

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Zullo Investment Group's AMP Position: Q1 2023 in Review

Zullo Investment Group sold out of Ameriprise Financial (AMP) in Q1 2023, closing a stake of 145 shares — an estimated $45.2K sold.

Zullo Investment Group first reported a position in AMP in Q4 2021 and held it in 5 quarters. The position peaked at $45.2K in Q4 2022. 1,036 funds tracked by Wall St. Rank hold AMP as of Q1 2023.

  • Zullo Investment Group reported no remaining Ameriprise Financial position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 145 Ameriprise Financial shares in Q1 2023, an estimated $45.2K.
  • Zullo Investment Group first reported a position in Ameriprise Financial in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Ameriprise Financial position peaked at $45.2K in Q4 2022.
  • 1,036 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.