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C.M. Bidwell & Associates’s Ameriprise Financial AMP Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-291
Closed -$95.9K – 496
2023
Q3 		$95.9K Sell
291
-728
-71% -$248K 0.07% 239
2023
Q2 		$338K Sell
1,019
-30
-3% -$9.22K 0.25% 71
2023
Q1 		$322K Sell
1,049
-56
-5% -$18.3K 0.24% 68
2022
Q4 		$344K Buy
+1,105
New +$337K 0.27% 62
2022
Q2 		– Sell
-442
Closed -$133K – 491
2022
Q1 		$133K Buy
+442
New +$134K 0.09% 209
2018
Q4 		– Sell
-14
Closed -$2K – 390
2018
Q3 		$2K Hold
14
– – ﹤0.01% 348
2018
Q2 		$2K Hold
14
– – ﹤0.01% 372
2018
Q1 		$2K Hold
14
– – ﹤0.01% 346
2017
Q4 		$2K Hold
14
– – ﹤0.01% 353
2017
Q3 		$2K Hold
14
– – ﹤0.01% 265
2017
Q2 		$2K Buy
+14
New +$1.78K ﹤0.01% 279
2015
Q2 		– Sell
-27,430
Closed -$3.59M – 215
2015
Q1 		$3.59M Sell
27,430
-31,580
-54% -$4.16M 0.79% 61
2014
Q4 		$7.8M Buy
59,010
+30,440
+107% +$3.85M 1.78% 15
2014
Q3 		$3.52M Sell
28,570
-14,935
-34% -$1.83M 0.83% 59
2014
Q2 		$5.22M Buy
+43,505
New +$4.87M 1.19% 20
2014
Q1 		– Sell
-37,200
Closed -$4.28M – 216
2013
Q4 		$4.28M Buy
+37,200
New +$3.84M 1.06% 31
2013
Q3 		– Sell
-75,115
Closed -$6.08M – 220
2013
Q2 		$6.08M Buy
+75,115
New +$5.84M 1.78% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

C.M. Bidwell & Associates's AMP Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Ameriprise Financial (AMP) in Q4 2023, closing a stake of 291 shares — an estimated $95.9K sold.

C.M. Bidwell & Associates first reported a position in AMP in Q2 2013 and held it in 17 quarters. The position peaked at $7.8M in Q4 2014. 1,162 funds tracked by Wall St. Rank hold AMP as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining Ameriprise Financial position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 291 Ameriprise Financial shares in Q4 2023, an estimated $95.9K.
  • C.M. Bidwell & Associates first reported a position in Ameriprise Financial in Q2 2013 and held it in 17 quarters.
  • C.M. Bidwell & Associates's Ameriprise Financial position peaked at $7.8M in Q4 2014.
  • 1,162 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.