Annapolis Financial Services’s Ameriprise Financial AMP Stock Holding History

Annapolis Financial Services’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	$33.8K	Hold	72	–	–	0.01%	183
2024 Q2	$30.8K	Hold	72	–	–	0.01%	185
2024 Q1	$31.6K	Buy	72 +65	+929%	+$26K	0.01%	187
2023 Q4	$2.66K	Hold	7	–	–	﹤0.01%	423
2023 Q3	$2.31K	Hold	7	–	–	﹤0.01%	428
2023 Q2	$2.33K	Hold	7	–	–	﹤0.01%	432
2023 Q1	$2.15K	Hold	7	–	–	﹤0.01%	400
2022 Q4	$2.18K	Hold	7	–	–	﹤0.01%	390
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	453
2022 Q2	$2K	Hold	7	–	–	﹤0.01%	383
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	399
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	398
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	388
2021 Q2	$2K	Hold	7	–	–	﹤0.01%	369
2021 Q1	$2K	Hold	7	–	–	﹤0.01%	352
2020 Q4	$1K	Buy	+7	New	+$1.25K	﹤0.01%	376

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

Annapolis Financial Services's AMP Position: Q3 2024 in Review

Annapolis Financial Services held its Ameriprise Financial (AMP) position steady in Q3 2024 at 72 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #183.

Annapolis Financial Services first reported a position in AMP in Q4 2020 and has held it in 16 quarters since. 1,263 funds tracked by Wall St. Rank hold AMP as of Q3 2024.

Annapolis Financial Services held 72 shares of Ameriprise Financial worth $33.8K as of Q3 2024.
Annapolis Financial Services left its Ameriprise Financial share count unchanged in Q3 2024.
Ameriprise Financial made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #183 holding.
Annapolis Financial Services first reported a position in Ameriprise Financial in Q4 2020 and has held it in 16 quarters since.
1,263 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.