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Brown Financial Advisors’s Ameriprise Financial AMP Stock Holding History

Brown Financial 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
Q4 		– Sell
-898
Closed -$422K – 126
2024
Q3 		$422K Sell
898
-790
-47% -$343K 0.17% 119
2024
Q2 		$721K Buy
+1,688
New +$721K 0.32% 98

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 $95.5B AUM 28.4% 1-Year Est. Return

Brown Financial Advisors's AMP Position: Q4 2024 in Review

Brown Financial Advisors sold out of Ameriprise Financial (AMP) in Q4 2024, closing a stake of 898 shares — an estimated $422K sold.

Brown Financial Advisors first reported a position in AMP in Q2 2024 and held it in 2 quarters. The position peaked at $721K in Q2 2024. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

  • Brown Financial Advisors reported no remaining Ameriprise Financial position as of Q4 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 898 Ameriprise Financial shares in Q4 2024, an estimated $422K.
  • Brown Financial Advisors first reported a position in Ameriprise Financial in Q2 2024 and held it in 2 quarters.
  • Brown Financial Advisors's Ameriprise Financial position peaked at $721K in Q2 2024.
  • 1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Brown Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.