Arlington Partners’s Ameriprise Financial AMP Stock Holding History

Arlington Partners’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	-147	Closed	-$55.8K	–	68
2023 Q4	$55.8K	Buy	+147	New	+$50.4K	0.02%	133
2023 Q3	–	Sell	-1,758	Closed	-$584K	–	347
2023 Q2	$584K	Buy	1,758 +343	+24%	+$105K	0.09%	76
2023 Q1	$434K	Buy	1,415 +1,106	+358%	+$362K	0.06%	88
2022 Q4	$96.2K	Buy	309 +162	+110%	+$49.4K	0.02%	154
2022 Q3	$37K	Hold	147	–	–	0.01%	216
2022 Q2	$35K	Hold	147	–	–	0.01%	270
2022 Q1	$44K	Hold	147	–	–	0.01%	258
2021 Q4	$44K	Buy	+147	New	+$43.5K	0.01%	291
2021 Q2	–	Sell	-131	Closed	-$30K	–	325
2021 Q1	$30K	Hold	131	–	–	0.01%	281
2020 Q4	$25K	Buy	+131	New	+$23.4K	0.01%	136
2020 Q2	–	Sell	-14	Closed	-$1K	–	170
2020 Q1	$1K	Buy	+14	New	+$2.07K	﹤0.01%	280

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Arlington Partners's AMP Position: Q1 2024 in Review

Arlington Partners sold out of Ameriprise Financial (AMP) in Q1 2024, closing a stake of 147 shares — an estimated $55.8K sold.

Arlington Partners first reported a position in AMP in Q1 2020 and held it in 11 quarters. The position peaked at $584K in Q2 2023. 1,243 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Arlington Partners reported no remaining Ameriprise Financial position as of Q1 2024 after selling out during the quarter.
Arlington Partners sold 147 Ameriprise Financial shares in Q1 2024, an estimated $55.8K.
Arlington Partners first reported a position in Ameriprise Financial in Q1 2020 and held it in 11 quarters.
Arlington Partners's Ameriprise Financial position peaked at $584K in Q2 2023.
1,243 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.