Beck Mack & Oliver’s Ameriprise Financial AMP Stock Holding History

Beck Mack & Oliver’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	-445	Closed	-$209K	–	189
2024 Q3	$209K	Buy	+445	New	+$193K	﹤0.01%	165
2024 Q2	–	Sell	-539	Closed	-$236K	–	177
2024 Q1	$236K	Sell	539 -93	-15%	-$37.2K	﹤0.01%	159
2023 Q4	$240K	Hold	632	–	–	0.01%	159
2023 Q3	$208K	Sell	632 -16	-2%	-$5.46K	0.01%	157
2023 Q2	$215K	Buy	+648	New	+$199K	0.01%	158
2023 Q1	–	Sell	-648	Closed	-$202K	–	170
2022 Q4	$202K	Buy	+648	New	+$198K	0.01%	164
2022 Q2	–	Sell	-889	Closed	-$267K	–	175
2022 Q1	$267K	Hold	889	–	–	0.01%	168
2021 Q4	$268K	Hold	889	–	–	0.01%	173
2021 Q3	$235K	Hold	889	–	–	0.01%	193
2021 Q2	$221K	Buy	+889	New	+$224K	0.01%	189

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beck Mack & Oliver's AMP Position: Q4 2024 in Review

Beck Mack & Oliver sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 445 shares — an estimated $209K sold.

Beck Mack & Oliver first reported a position in AMP in Q2 2021 and held it in 10 quarters. The position peaked at $268K in Q4 2021. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Beck Mack & Oliver reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
Beck Mack & Oliver sold 445 Ameriprise Financial shares in Q4 2024, an estimated $209K.
Beck Mack & Oliver first reported a position in Ameriprise Financial in Q2 2021 and held it in 10 quarters.
Beck Mack & Oliver's Ameriprise Financial position peaked at $268K in Q4 2021.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Beck Mack & Oliver's 13F filing for Q4 2024, filed 13 Feb 2025.