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Briggs Advisory Group’s Ameriprise Financial AMP Stock Holding History

Briggs Advisory Group’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
Q3 		$2.64M Hold
8,009
– – 1.51% 14
2023
Q2 		$2.66M Hold
8,009
– – 1.49% 15
2023
Q1 		$2.45M Hold
8,009
– – 1.45% 15
2022
Q4 		$2.49M Buy
+8,009
New +$2.44M 1.59% 13

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Briggs Advisory Group's AMP Position: Q3 2023 in Review

Briggs Advisory Group held its Ameriprise Financial (AMP) position steady in Q3 2023 at 8,009 shares worth $2.64M. The position accounts for 1.51% of the portfolio, ranked #14.

Briggs Advisory Group first reported a position in AMP in Q4 2022 and has held it in 4 quarters since. The position peaked at $2.66M in Q2 2023. 1,084 funds tracked by Wall St. Rank hold AMP as of Q3 2023.

  • Briggs Advisory Group held 8,009 shares of Ameriprise Financial worth $2.64M as of Q3 2023.
  • Briggs Advisory Group left its Ameriprise Financial share count unchanged in Q3 2023.
  • Ameriprise Financial made up 1.51% of Briggs Advisory Group's portfolio in Q3 2023, its #14 holding.
  • Briggs Advisory Group first reported a position in Ameriprise Financial in Q4 2022 and has held it in 4 quarters since.
  • Briggs Advisory Group's Ameriprise Financial position peaked at $2.66M in Q2 2023.
  • 1,084 funds tracked by Wall St. Rank held Ameriprise Financial as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.