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Boston Financial Management’s Ameriprise Financial AMP Stock Holding History

Boston Financial 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
2024
Q4 		$938K Buy
1,761
+143
+9% +$76.3K 0.03% 199
2024
Q3 		$760K Sell
1,618
-14
-0.9% -$6.07K 0.02% 215
2024
Q2 		$697K Sell
1,632
-89
-5% -$38K 0.02% 219
2024
Q1 		$755K Sell
1,721
-24
-1% -$9.61K 0.02% 219
2023
Q4 		$663K Hold
1,745
– – 0.02% 220
2023
Q3 		$575K Sell
1,745
-80
-4% -$27.3K 0.02% 218
2023
Q2 		$606K Sell
1,825
-227
-11% -$69.8K 0.02% 223
2023
Q1 		$629K Buy
2,052
+30
+1% +$9.83K 0.02% 210
2022
Q4 		$630K Buy
2,022
+5
+0.2% +$1.52K 0.03% 214
2022
Q3 		$508K Buy
2,017
+46
+2% +$12.1K 0.02% 214
2022
Q2 		$468K Buy
1,971
+281
+17% +$75.3K 0.02% 210
2022
Q1 		$508K Buy
+1,690
New +$511K 0.02% 204
2021
Q4 		– Sell
-2,547
Closed -$673K – 263
2021
Q3 		$673K Buy
2,547
+419
+20% +$110K 0.03% 163
2021
Q2 		$530K Hold
2,128
– – 0.02% 175
2021
Q1 		$495K Hold
2,128
– – 0.02% 171
2020
Q4 		$414K Hold
2,128
– – 0.02% 181
2020
Q3 		$328K Hold
2,128
– – 0.02% 195
2020
Q2 		$319K Hold
2,128
– – 0.02% 193
2020
Q1 		$218K Buy
+2,128
New +$315K 0.01% 217

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 $113B AUM 38.87% 1-Year Est. Return

Boston Financial Management's AMP Position: Q4 2024 in Review

Boston Financial Management increased its Ameriprise Financial (AMP) stake by 8.8% in Q4 2024, buying an estimated $76.3K and bringing the position to 1,761 shares worth $938K. The position accounts for 0.03% of the portfolio, ranked #199.

Boston Financial Management first reported a position in AMP in Q1 2020 and has held it in 19 quarters since. 1,390 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Boston Financial Management held 1,761 shares of Ameriprise Financial worth $938K as of Q4 2024.
  • Boston Financial Management bought 143 Ameriprise Financial shares in Q4 2024, an estimated $76.3K.
  • Ameriprise Financial made up 0.03% of Boston Financial Management's portfolio in Q4 2024, its #199 holding.
  • Boston Financial Management first reported a position in Ameriprise Financial in Q1 2020 and has held it in 19 quarters since.
  • 1,390 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.