Bray Capital Advisors’s Ameriprise Financial AMP Stock Holding History

Bray Capital Advisors’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 Q2	–	Sell	-150	Closed	-$65.8K	–	256
2024 Q1	$65.8K	Hold	150	–	–	0.02%	169
2023 Q4	$57K	Hold	150	–	–	0.02%	171
2023 Q3	$49.5K	Hold	150	–	–	0.02%	172
2023 Q2	$49.8K	Hold	150	–	–	0.01%	175
2023 Q1	$46K	Hold	150	–	–	0.01%	181
2022 Q4	$46.7K	Hold	150	–	–	0.01%	182
2022 Q3	$38K	Hold	150	–	–	0.01%	191
2022 Q2	$36K	Hold	150	–	–	0.01%	197
2022 Q1	$45K	Hold	150	–	–	0.01%	197
2021 Q4	$45K	Hold	150	–	–	0.01%	198
2021 Q3	$40K	Hold	150	–	–	0.01%	197
2021 Q2	$37K	Hold	150	–	–	0.01%	202
2021 Q1	$35K	Hold	150	–	–	0.01%	201
2020 Q4	$29K	Hold	150	–	–	0.01%	209
2020 Q3	$23K	Hold	150	–	–	0.01%	208
2020 Q2	$23K	Hold	150	–	–	0.01%	210
2020 Q1	$15K	Sell	150 -150	-50%	-$22.2K	0.01%	219
2019 Q4	$50K	Hold	300	–	–	0.02%	181
2019 Q3	$44K	Hold	300	–	–	0.02%	187
2019 Q2	$44K	Hold	300	–	–	0.02%	205
2019 Q1	$38K	Hold	300	–	–	0.02%	206
2018 Q4	$31K	Sell	300 -100	-25%	-$12.6K	0.02%	212
2018 Q3	$59K	Hold	400	–	–	0.03%	197
2018 Q2	$56K	Hold	400	–	–	0.03%	199
2018 Q1	$59K	Buy	+400	New	+$65.3K	0.03%	192
2015 Q4	–	Sell	-400	Closed	-$44K	–	138
2015 Q3	$44K	Hold	400	–	–	0.03%	220
2015 Q2	$50K	Buy	+400	New	+$51K	0.03%	220

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bray Capital Advisors's AMP Position: Q2 2024 in Review

Bray Capital Advisors sold out of Ameriprise Financial (AMP) in Q2 2024, closing a stake of 150 shares — an estimated $65.8K sold.

Bray Capital Advisors first reported a position in AMP in Q2 2015 and held it in 27 quarters. The position peaked at $65.8K in Q1 2024. 1,248 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

Bray Capital Advisors reported no remaining Ameriprise Financial position as of Q2 2024 after selling out during the quarter.
Bray Capital Advisors sold 150 Ameriprise Financial shares in Q2 2024, an estimated $65.8K.
Bray Capital Advisors first reported a position in Ameriprise Financial in Q2 2015 and held it in 27 quarters.
Bray Capital Advisors's Ameriprise Financial position peaked at $65.8K in Q1 2024.
1,248 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Bray Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.