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Advisor Partners II’s Ameriprise Financial AMP Stock Holding History

Advisor Partners II’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
Q3 		$1.77M Buy
5,376
+93
+2% +$31.7K 0.07% 304
2023
Q2 		$1.75M Buy
5,283
+597
+13% +$183K 0.08% 248
2023
Q1 		$1.44M Buy
4,686
+181
+4% +$59.3K 0.08% 265
2022
Q4 		$1.4M Buy
4,505
+1,078
+31% +$329K 0.09% 258
2022
Q3 		$863K Buy
+3,427
New +$902K 0.07% 303

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Advisor Partners II's AMP Position: Q3 2023 in Review

Advisor Partners II increased its Ameriprise Financial (AMP) stake by 1.8% in Q3 2023, buying an estimated $31.7K and bringing the position to 5,376 shares worth $1.77M. The position accounts for 0.07% of the portfolio, ranked #304.

Advisor Partners II first reported a position in AMP in Q3 2022 and has held it in 5 quarters since. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • Advisor Partners II held 5,376 shares of Ameriprise Financial worth $1.77M as of Q3 2023.
  • Advisor Partners II bought 93 Ameriprise Financial shares in Q3 2023, an estimated $31.7K.
  • Ameriprise Financial made up 0.07% of Advisor Partners II's portfolio in Q3 2023, its #304 holding.
  • Advisor Partners II first reported a position in Ameriprise Financial in Q3 2022 and has held it in 5 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.