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BGAI
Bruce G. Allen Investments’s
Ameriprise Financial
AMP
Stock Holding History
Bruce G. Allen Investments’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
2026
Q1
$19.6K
Buy
44
+20
+83%
+$9.64K
0.01%
406
2025
Q4
$11.8K
Hold
24
–
–
0.01%
455
2025
Q3
$11.8K
Hold
24
–
–
0.01%
459
2025
Q2
$12.8K
Sell
24
-9
-27%
-$4.45K
0.01%
444
2025
Q1
$16K
Buy
33
+9
+38%
+$4.72K
0.01%
408
2024
Q4
$12.8K
Sell
24
-1
-4%
-$534
0.01%
445
2024
Q3
$11.7K
Hold
25
–
–
0.01%
461
2024
Q2
$10.7K
Hold
25
–
–
0.01%
456
2024
Q1
$11K
Sell
25
-4
-14%
-$1.6K
0.01%
458
2023
Q4
$11K
Buy
+29
New
+$9.94K
0.01%
463
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
Aristotle Capital Management
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$47.8B AUM
13.38%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
AQR Capital Management
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$218B AUM
29.41%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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