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Brookstone Capital Management’s Ameriprise Financial AMP Stock Holding History

Brookstone Capital 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 		– Sell
-482
Closed -$226K – 991
2024
Q3 		$226K Buy
+482
New +$209K ﹤0.01% 927
2023
Q3 		– Sell
-877
Closed -$292K – 829
2023
Q2 		$292K Sell
877
-342
-28% -$105K 0.01% 695
2023
Q1 		$380K Sell
1,219
-724
-37% -$237K 0.01% 649
2022
Q4 		$624K Sell
1,943
-783
-29% -$239K 0.01% 534
2022
Q3 		$718K Sell
2,726
-85
-3% -$22.4K 0.02% 481
2022
Q2 		$665K Sell
2,811
-1,495
-35% -$400K 0.01% 505
2022
Q1 		$1.25M Buy
4,306
+1,708
+66% +$517K 0.02% 361
2021
Q4 		$830K Buy
2,598
+803
+45% +$238K 0.01% 427
2021
Q3 		$500K Buy
1,795
+219
+14% +$57.3K 0.01% 499
2021
Q2 		$393K Sell
1,576
-97
-6% -$24.5K 0.01% 525
2021
Q1 		$389K Buy
+1,673
New +$362K 0.01% 370
2015
Q4 		– Sell
-174
Closed -$19K – 192
2015
Q3 		$19K Hold
174
– – ﹤0.01% 812
2015
Q2 		$22K Buy
+174
New +$22.2K ﹤0.01% 811

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brookstone Capital Management's AMP Position: Q4 2024 in Review

Brookstone Capital Management sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 482 shares — an estimated $226K sold.

Brookstone Capital Management first reported a position in AMP in Q2 2015 and held it in 13 quarters. The position peaked at $1.25M in Q1 2022. 1,392 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Brookstone Capital Management reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 482 Ameriprise Financial shares in Q4 2024, an estimated $226K.
  • Brookstone Capital Management first reported a position in Ameriprise Financial in Q2 2015 and held it in 13 quarters.
  • Brookstone Capital Management's Ameriprise Financial position peaked at $1.25M in Q1 2022.
  • 1,392 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.