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Atom Investors’s Ameriprise Financial AMP Stock Holding History

Atom Investors’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
Q4 		– Sell
-2,115
Closed -$994K – 490
2024
Q3 		$994K Buy
2,115
+163
+8% +$70.7K 0.1% 253
2024
Q2 		$834K Buy
+1,952
New +$834K 0.08% 276
2022
Q1 		– Sell
-5,853
Closed -$1.77M – 197
2021
Q4 		$1.77M Sell
5,853
-9,441
-62% -$2.79M 0.3% 64
2021
Q3 		$4.04M Buy
15,294
+5,084
+50% +$1.33M 0.33% 32
2021
Q2 		$2.54M Buy
+10,210
New +$2.57M 0.32% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Atom Investors's AMP Position: Q4 2024 in Review

Atom Investors sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 2,115 shares — an estimated $994K sold.

Atom Investors first reported a position in AMP in Q2 2021 and held it in 5 quarters. The position peaked at $4.04M in Q3 2021. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Atom Investors reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Atom Investors sold 2,115 Ameriprise Financial shares in Q4 2024, an estimated $994K.
  • Atom Investors first reported a position in Ameriprise Financial in Q2 2021 and held it in 5 quarters.
  • Atom Investors's Ameriprise Financial position peaked at $4.04M in Q3 2021.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.