Baystate Wealth Management’s Ameriprise Financial AMP Stock Holding History

Baystate Wealth 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
2023 Q4	$153K	Buy	403 +1	+0.2%	+$343	0.01%	228
2023 Q3	$133K	Buy	+402	New	+$137K	0.01%	230
2020 Q4	–	Sell	-25	Closed	-$4K	–	674
2020 Q3	$4K	Buy	+25	New	+$3.85K	﹤0.01%	468
2019 Q2	–	Sell	-1	Closed	-$1K	–	646
2019 Q1	$1K	Buy	+1	New	+$124	﹤0.01%	538

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Baystate Wealth Management's AMP Position: Q4 2023 in Review

Baystate Wealth Management increased its Ameriprise Financial (AMP) stake by 0.25% in Q4 2023, buying an estimated $343 and bringing the position to 403 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #228.

Baystate Wealth Management first reported a position in AMP in Q1 2019 and has held it in 4 quarters since. 1,161 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

Baystate Wealth Management held 403 shares of Ameriprise Financial worth $153K as of Q4 2023.
Baystate Wealth Management bought 1 Ameriprise Financial share in Q4 2023, an estimated $343.
Ameriprise Financial made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #228 holding.
Baystate Wealth Management first reported a position in Ameriprise Financial in Q1 2019 and has held it in 4 quarters since.
1,161 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.