AIM
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Allen Investment Management’s Ameriprise Financial AMP Stock Holding History

Allen Investment Management’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
2024
Q1 		– Sell
-777
Closed -$295K – 209
2023
Q4 		$295K Hold
777
– – ﹤0.01% 195
2023
Q3 		$256K Hold
777
– – ﹤0.01% 202
2023
Q2 		$258K Hold
777
– – ﹤0.01% 200
2023
Q1 		$238K Buy
+777
New +$255K ﹤0.01% 206
2020
Q2 		– Sell
-1,964
Closed -$201K – 174
2020
Q1 		$201K Buy
+1,964
New +$291K 0.01% 171

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Allen Investment Management's AMP Position: Q1 2024 in Review

Allen Investment Management sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 777 shares — an estimated $295K sold.

Allen Investment Management first reported a position in AMP in Q1 2020 and held it in 5 quarters. The position peaked at $295K in Q4 2023. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

  • Allen Investment Management reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
  • Allen Investment Management sold 777 Ameriprise Financial shares in Q1 2024, an estimated $295K.
  • Allen Investment Management first reported a position in Ameriprise Financial in Q1 2020 and held it in 5 quarters.
  • Allen Investment Management's Ameriprise Financial position peaked at $295K in Q4 2023.
  • 1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Allen Investment Management's 13F filing for Q1 2024, filed 7 May 2024.