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Buckingham Strategic Wealth’s Ameriprise Financial AMP Stock Holding History

Buckingham Strategic Wealth’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 		$4.69M Buy
10,976
+331
+3% +$141K 0.05% 149
2024
Q1 		$4.67M Buy
10,645
+171
+2% +$68.5K 0.05% 155
2023
Q4 		$3.98M Buy
10,474
+7,947
+314% +$2.73M 0.05% 157
2023
Q3 		$833K Buy
2,527
+127
+5% +$43.3K 0.01% 320
2023
Q2 		$797K Sell
2,400
-131
-5% -$40.3K 0.01% 328
2023
Q1 		$788K Hold
2,531
– – 0.01% 302
2022
Q4 		$788K Sell
2,531
-121
-5% -$36.9K 0.01% 303
2022
Q3 		$668K Buy
2,652
+113
+4% +$29.7K 0.01% 308
2022
Q2 		$603K Buy
2,539
+10
+0.4% +$2.68K 0.01% 330
2022
Q1 		$760K Buy
2,529
+44
+2% +$13.3K 0.02% 289
2021
Q4 		$750K Buy
2,485
+114
+5% +$33.7K 0.01% 297
2021
Q3 		$626K Hold
2,371
– – 0.01% 316
2021
Q2 		$590K Buy
2,371
+9
+0.4% +$2.27K 0.01% 323
2021
Q1 		$549K Buy
2,362
+90
+4% +$19.5K 0.03% 310
2020
Q4 		$442K Buy
2,272
+445
+24% +$79.7K 0.02% 341
2020
Q3 		$282K Buy
1,827
+1
+0.1% +$154 0.02% 381
2020
Q2 		$274K Sell
1,826
-208
-10% -$26.7K 0.03% 328
2020
Q1 		$208K Sell
2,034
-133
-6% -$19.7K 0.02% 417
2019
Q4 		$361K Buy
2,167
+743
+52% +$115K 0.03% 311
2019
Q3 		$209K Sell
1,424
-18
-1% -$2.52K 0.02% 399
2019
Q2 		$209K Buy
+1,442
New +$208K 0.02% 412

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Buckingham Strategic Wealth's AMP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Ameriprise Financial (AMP) stake by 3.1% in Q2 2024, buying an estimated $141K and bringing the position to 10,976 shares worth $4.69M. The position accounts for 0.05% of the portfolio, ranked #149.

Buckingham Strategic Wealth first reported a position in AMP in Q2 2019 and has held it in 21 quarters since. 1,245 funds tracked by Wall St. Rank hold AMP as of Q2 2024.

  • Buckingham Strategic Wealth held 10,976 shares of Ameriprise Financial worth $4.69M as of Q2 2024.
  • Buckingham Strategic Wealth bought 331 Ameriprise Financial shares in Q2 2024, an estimated $141K.
  • Ameriprise Financial made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #149 holding.
  • Buckingham Strategic Wealth first reported a position in Ameriprise Financial in Q2 2019 and has held it in 21 quarters since.
  • 1,245 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.