Benedetti & Gucer’s Ameriprise Financial AMP Stock Holding History

Benedetti & Gucer’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	$512K	Hold	1,167	–	–	0.25%	69
2023 Q4	$443K	Hold	1,167	–	–	0.23%	81
2023 Q3	$385K	Hold	1,167	–	–	0.21%	84
2023 Q2	$388K	Sell	1,167 -48	-4%	-$14.8K	0.2%	87
2023 Q1	$372K	Buy	1,215 +67	+6%	+$22K	0.21%	93
2022 Q4	$357K	Hold	1,148	–	–	0.26%	66
2022 Q3	$289K	Hold	1,148	–	–	0.23%	66
2022 Q2	$273K	Hold	1,148	–	–	0.18%	70
2022 Q1	$344K	Hold	1,148	–	–	0.23%	64
2021 Q4	$346K	Sell	1,148 -136	-11%	-$40.2K	0.23%	58
2021 Q3	$339K	Buy	1,284 +136	+12%	+$35.6K	0.26%	56
2021 Q2	$286K	Hold	1,148	–	–	0.26%	62
2021 Q1	$266K	Buy	+1,148	New	+$248K	0.24%	62

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

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

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

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

Benedetti & Gucer's AMP Position: Q1 2024 in Review

Benedetti & Gucer held its Ameriprise Financial (AMP) position steady in Q1 2024 at 1,167 shares worth $512K. The position accounts for 0.25% of the portfolio, ranked #69.

Benedetti & Gucer first reported a position in AMP in Q1 2021 and has held it in 13 quarters since. 1,240 funds tracked by Wall St. Rank hold AMP as of Q1 2024.

Benedetti & Gucer held 1,167 shares of Ameriprise Financial worth $512K as of Q1 2024.
Benedetti & Gucer left its Ameriprise Financial share count unchanged in Q1 2024.
Ameriprise Financial made up 0.25% of Benedetti & Gucer's portfolio in Q1 2024, its #69 holding.
Benedetti & Gucer first reported a position in Ameriprise Financial in Q1 2021 and has held it in 13 quarters since.
1,240 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.