Altshuler Shaham’s Ameriprise Financial AMP Stock Holding History

Altshuler Shaham’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 Q3	–	Sell	-48	Closed	-$20.5K	–	316
2024 Q2	$20.5K	Buy	+48	New	+$20.5K	﹤0.01%	179
2020 Q2	–	Sell	-6	Closed	-$1K	–	347
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	385
2019 Q4	$1K	Buy	6 +4	+200%	+$620	﹤0.01%	416
2019 Q3	$0	Buy	+2	New	+$280	﹤0.01%	413

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Altshuler Shaham's AMP Position: Q3 2024 in Review

Altshuler Shaham sold out of Ameriprise Financial (AMP) in Q3 2024, closing a stake of 48 shares — an estimated $20.5K sold.

Altshuler Shaham first reported a position in AMP in Q3 2019 and held it in 4 quarters. The position peaked at $20.5K in Q2 2024. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Altshuler Shaham reported no remaining Ameriprise Financial position as of Q3 2024 after selling out during the quarter.
Altshuler Shaham sold 48 Ameriprise Financial shares in Q3 2024, an estimated $20.5K.
Altshuler Shaham first reported a position in Ameriprise Financial in Q3 2019 and held it in 4 quarters.
Altshuler Shaham's Ameriprise Financial position peaked at $20.5K in Q2 2024.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Altshuler Shaham's 13F filing for Q3 2024, filed 14 Nov 2024.