Carlson Capital Management’s Ameriprise Financial AMP Stock Holding History

Carlson 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	$282K	Buy	+530	New	+$283K	0.01%	97
2024 Q1	–	Sell	-1,064	Closed	-$404K	–	109
2023 Q4	$404K	Sell	1,064 -73	-6%	-$25K	0.02%	135
2023 Q3	$375K	Buy	1,137 +4	+0.4%	+$1.36K	0.02%	118
2023 Q2	$376K	Buy	1,133 +14	+1%	+$4.3K	0.02%	122
2023 Q1	$343K	Buy	1,119 +14	+1%	+$4.59K	0.02%	122
2022 Q4	$344K	Sell	1,105 -19	-2%	-$5.79K	0.02%	117
2022 Q3	$283K	Buy	1,124 +4	+0.4%	+$1.05K	0.02%	124
2022 Q2	$266K	Buy	+1,120	New	+$300K	0.02%	134

Other funds holding AMP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Carlson Capital Management opened a new position in Ameriprise Financial (AMP) in Q4 2024: 530 shares worth $282K. The stake represents 0.01% of the portfolio and ranks #97 among its holdings. This is a return to the name: Carlson Capital Management previously reported a position in AMP as recently as Q4 2023.

Carlson Capital Management first reported a position in AMP in Q2 2022 and has held it in 8 quarters since. The position peaked at $404K in Q4 2023. 1,389 funds tracked by Wall St. Rank hold AMP as of Q4 2024.

Carlson Capital Management held 530 shares of Ameriprise Financial worth $282K as of Q4 2024.
Ameriprise Financial was a new Carlson Capital Management position in Q4 2024.
Ameriprise Financial made up 0.01% of Carlson Capital Management's portfolio in Q4 2024, its #97 holding.
Carlson Capital Management first reported a position in Ameriprise Financial in Q2 2022 and has held it in 8 quarters since.
Carlson Capital Management's Ameriprise Financial position peaked at $404K in Q4 2023.
1,389 funds tracked by Wall St. Rank held Ameriprise Financial as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.